Blackrock shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Blackrock
Tip: Access up to 7 years of quarterly data
All positions including Blackrock held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Blackrock by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 2.2k | 1070.10 |
| 2025-09-30 | $1.2M | 1.0k | 1165.30 |
| 2025-06-30 | $743k | 709 | 1048.51 |
| 2025-03-31 | $780k | 825 | 945.87 |
| 2024-12-31 | $974k | 950 | 1025.65 |