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Edge Wealth Management LLC → BLK
Edge Wealth Management LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
5
Latest value
$123.3M
Q3 2026
Peak value
$123.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.9M |
| Q4 2025 | $31.7M |
| Q1 2026 | $32.2M |
| Q2 2026 | $32.3M |
| Q3 2026 | $123.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $123.3M | 1.52M | — | — |
| Q2 2026 | $32.3M | 393.5K | — | — |
| Q1 2026 | $32.2M | 390.5K | — | — |
| Q4 2025 | $31.7M | 383.0K | — | — |
| Q3 2025 | $29.9M | 360.2K | — | — |