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Lifetime Wealth Management P.C. → BLK
Lifetime Wealth Management P.C. BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q1 2026 | $2.8M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 24.1K | — | — |
| Q2 2026 | $2.8M | 25.4K | — | — |
| Q1 2026 | $2.8M | 25.2K | — | — |
| Q4 2025 | $2.7M | 25.0K | — | — |