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Blackrock shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 300 1165.82
2025-06-30 $277k 264 1049.25