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Wealth Forward, LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
10
Latest value
$573K
Q3 2026
Peak value
$10.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.2M |
| Q3 2025 | $427K |
| Q4 2025 | $10.2M |
| Q4 2025 | $536K |
| Q1 2026 | $10.3M |
| Q1 2026 | $585K |
| Q2 2026 | $10.2M |
| Q2 2026 | $615K |
| Q3 2026 | $4.5M |
| Q3 2026 | $573K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $573K | 11.7K | — | — |
| Q3 2026 | $4.5M | 43.6K | — | — |
| Q2 2026 | $615K | 12.3K | — | — |
| Q2 2026 | $10.2M | 93.7K | — | — |
| Q1 2026 | $585K | 12.3K | — | — |
| Q1 2026 | $10.3M | 93.1K | — | — |
| Q4 2025 | $536K | 11.2K | — | — |
| Q4 2025 | $10.2M | 92.7K | — | — |
| Q3 2025 | $427K | 9.0K | — | — |
| Q3 2025 | $10.2M | 91.4K | — | — |