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JIM SAULNIER & ASSOCIATES, LLC → BLK
JIM SAULNIER & ASSOCIATES, LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$5.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.1M |
| Q3 2026 | $3.1M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 115.6K | — | — |
| Q3 2026 | $3.1M | 62.1K | — | — |
| Q2 2026 | $3.1M | 62.1K | — | — |
| Q1 2026 | $2.7M | 56.7K | — | — |
| Q4 2025 | $2.3M | 47.8K | — | — |