Block, Inc.
AT ˙ WBAG ˙ US8522341036
€ 61,60 ↑1,40 (2,33%)
2026-06-04
AKTIENPREIS
SecurityAT:SQU / Block, Inc.
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership227 shares
Latest Disclosed Value $ 13,661
True Wealth Design, LLC reports 254.69% increase in ownership of SQU / Block, Inc.

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 227 shares of Block, Inc. (AT:SQU) valued at $11,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 64 shares of Block, Inc.. This represents a change in shares of 254.69% during the quarter. The current value of the position is $13,983 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F BLOCK CL A 852234103 227 163 254.69 14 225.00 0.0038
2026-01-08 2025-12-31 13F BLOCK CL A 852234103 64 -2 -3.03 4 0.00 0.0012
2025-10-21 2025-09-30 13F BLOCK CL A 852234103 66 10 17.86 5 33.33 0.0015
2025-08-06 2025-06-30 13F BLOCK CL A 852234103 56 38 211.11 4 0.0013
2025-05-13 2025-03-31 13F BLOCK CL A 852234103 18 -484 -96.41 1 -100.00 0.0004
2025-02-14 2024-12-31 13F BLOCK CL A 852234103 502 8 1.62 43 27.27 0.0165
2024-11-14 2024-09-30 13F BLOCK CL A 852234103 494 194 64.67 33 73.68 0.0130
2024-08-14 2024-06-30 13F BLOCK CL A 852234103 300 0 0.00 19 -24.00 0.0048
2024-05-14 2024-03-31 13F BLOCK CL A 852234103 300 0 0.00 25 8.70 0.0063
2024-02-14 2023-12-31 13F BLOCK CL A 852234103 300 0 0.00 23 76.92 0.0065
2023-11-13 2023-09-30 13F BLOCK CL A 852234103 300 0 0.00 13 -31.58 0.0044
2023-08-14 2023-06-30 13F BLOCK CL A 852234103 300 0 0.00 20 -5.00 0.0073
2023-05-12 2023-03-31 13F BLOCK CL A 852234103 300 -1 -0.33 21 11.11 0.0086
2023-02-15 2022-12-31 13F BLOCK CL A 852234103 301 301 19 0.0088
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.