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Blackrock shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Blackrock

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All positions including Blackrock held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $386k 331 1166.41
2025-06-30 $265k 252 1049.70
2025-03-31 $226k 239 946.69
2024-12-31 $201k 196 1025.11