Block, Inc.
AT ˙ WBAG ˙ US8522341036
€ 61,60 ↑1,40 (2,33%)
2026-06-04
AKTIENPREIS
SecurityAT:SQU / Block, Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership3,565 shares
Latest Disclosed Value $ 214,543
Western Wealth Management, LLC reports 2.99% decrease in ownership of SQU / Block, Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,565 shares of Block, Inc. (AT:SQU) valued at $180,888 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,675 shares of Block, Inc.. This represents a change in shares of -2.99% during the quarter. The current value of the position is $219,604 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)
2026-05-19 2026-03-31 13F BLOCK CL A 852234103 3,565 -110 -2.99 215 -10.46 0.0050
2026-02-05 2025-12-31 13F BLOCK Common Stock 852234103 3,675 -804 -17.95 239 -26.01 0.0110
2025-11-06 2025-09-30 13F BLOCK Common Stock 852234103 4,479 112 2.56 324 9.12 0.0171
2025-08-11 2025-06-30 13F BLOCK Common Stock 852234103 4,367 122 2.87 297 28.70 0.0176
2025-04-23 2025-03-31 13F BLOCK Common Stock 852234103 4,245 -229 -5.12 231 -39.47 0.0153
2025-04-16 2024-12-31 13F/A-1 BLOCK Common Stock 852234103 4,474 -179 -3.85 380 21.79 0.0248
2024-11-12 2024-09-30 13F BLOCK CL A 852234103 4,653 -189 -3.90 312 0.00 0.0178
2024-07-19 2024-06-30 13F BLOCK CL A 852234103 4,842 -104 -2.10 312 -25.36 0.0231
2024-05-03 2024-03-31 13F BLOCK CL A 852234103 4,946 8 0.16 418 9.71 0.0325
2024-01-31 2023-12-31 13F BLOCK CL A 852234103 4,938 -27 -0.54 382 73.97 0.0275
2023-11-08 2023-09-30 13F BLOCK CL A 852234103 4,965 -611 -10.96 220 -40.97 0.0186
2023-08-30 2023-06-30 13F BLOCK CL A 852234103 5,576 -426 -7.10 371 -9.95 0.0317
2023-08-30 2023-03-31 13F BLOCK CL A 852234103 6,002 -22 -0.37 412 8.99 0.0383
2023-02-03 2022-12-31 13F BLOCK CL A 852234103 6,024 -17,687 -74.59 379 -70.67 0.0387
2022-11-07 2022-09-30 13F BLOCK CL A 852234103 23,711 -1,703 -6.70 1,289 -17.27 0.0738
2022-07-18 2022-06-30 13F BLOCK CL A 852234103 25,414 220 0.87 1,558 -54.39 0.0894
2022-05-10 2022-03-31 13F BLOCK CL A 852234103 25,194 12,299 95.38 3,416 64.31 0.1658
2022-02-14 2021-12-31 13F BLOCK CL A 852234103 12,895 -2,893 -18.32 2,079 -45.86 0.2052
2021-08-09 2021-06-30 13F SQUARE CL A 852234103 15,788 138 0.88 3,840 8.08 0.3948
2021-05-14 2021-03-31 13F SQUARE CL A 852234103 15,650 4,044 34.84 3,553 40.66 0.4776
2021-02-10 2020-12-31 13F SQUARE CL A 852234103 11,606 3,223 38.45 2,526 85.33 0.3707
2020-10-27 2020-09-30 13F SQUARE CL A 852234103 8,383 734 9.60 1,363 69.74 0.2226
2020-07-20 2020-06-30 13F SQUARE CL A 852234103 7,649 -4,705 -38.08 803 24.11 0.1456
2020-04-27 2020-03-31 13F SQUARE CL A 852234103 12,354 1,213 10.89 647 -7.17 0.1484
2020-02-10 2019-12-31 13F SQUARE CL A 852234103 11,141 -681 -5.76 697 -3.86 0.1056
2019-11-08 2019-09-30 13F SQUARE CL A 852234103 11,822 -2,268 -16.10 725 -28.92 0.1509
2019-08-06 2019-06-30 13F SQUARE CL A 852234103 14,090 -305 -2.12 1,020 -4.05 0.1340
2019-05-10 2019-03-31 13F SQUARE CL A 852234103 14,395 270 1.91 1,063 33.04 0.2366
2019-02-15 2018-12-31 13F SQUARE CL A 852234103 14,125 14,125 799 0.2149
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.