H D Vest Advisory Services »

Blackline shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Blackline (BL) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Blackline

Tip: Access up to 7 years of quarterly data

All positions including Blackline held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Blackline by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $545k 9.6k 56.62
2025-03-31 $436k 9.0k 48.42
2024-12-31 $506k 8.3k 60.76
2024-09-30 $534k 9.7k 55.14
2024-06-30 $445k 9.2k 48.45

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Blackline

BlackRock
Vanguard Group
Clearlake Capital Group
UBS Group
First Manhattan
ICONIQ Capital
Conestoga Capital Advisors
State Street Corporation
FMR
Hawk Ridge Management
Neuberger Berman Group
Westwood Holdings
Jpmorgan Chase & Co
American Century Companies
Morgan Stanley

View all funds holding Blackline