Back to BLK
Heritage Wealth Management, Inc. /CA/ → BLK
Heritage Wealth Management, Inc. /CA/ BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
8
Latest value
$2.6M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $3.9M |
| Q1 2026 | $4M |
| Q1 2026 | $2.6M |
| Q2 2026 | $4.2M |
| Q2 2026 | $2.6M |
| Q3 2026 | $4.3M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 31.5K | — | — |
| Q3 2026 | $4.3M | 42.5K | — | — |
| Q2 2026 | $2.6M | 31.5K | — | — |
| Q2 2026 | $4.2M | 38.1K | — | — |
| Q1 2026 | $2.6M | 31.5K | — | — |
| Q1 2026 | $4M | 36.8K | — | — |
| Q4 2025 | $3.9M | 35.2K | — | — |
| Q3 2025 | $3.8M | 33.8K | — | — |