Block, Inc.
US ˙ NYSE ˙ US8522341036

SecurityXYZ / Block, Inc.
InstitutionKovack Advisors, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Kovack Advisors, Inc. closes position in XYZ / Block, Inc.

On May 12, 2026 - Kovack Advisors, Inc. filed a 13F-HR form disclosing ownership of 0 shares of Block, Inc. (US:XYZ) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 17, 2026 disclosing 47,434 shares of Block, Inc.. The current value of the position is $0 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)
2026-05-12 2026-03-31 13F BLOCK CL A 852234103 0 -100.00 0
2026-02-17 2025-12-31 13F/A-1 BLOCK CL A 852234103 47,434 5,210 12.34 3,087 1.18 0.1435
2026-02-12 2025-12-31 13F BLOCK CL A 852234103 47,434 5,210 12.34 3,080 0.92
2025-11-10 2025-09-30 13F BLOCK CL A 852234103 42,224 -4,289 -9.22 3,052 -3.42 0.2873
2025-08-04 2025-06-30 13F BLOCK CL A 852234103 46,513 5,985 14.77 3,160 43.53 0.3097
2025-05-06 2025-03-31 13F BLOCK CL A 852234103 40,528 37,432 1,209.04 2,202 736.88 0.2331
2025-02-05 2024-12-31 13F BLOCK CL A 852234103 3,096 -190 -5.78 263 19.55 0.0258
2024-11-05 2024-09-30 13F BLOCK CL A 852234103 3,286 169 5.42 221 9.45 0.0234
2024-08-05 2024-06-30 13F BLOCK CL A 852234103 3,117 -235 -7.01 201 -28.98 0.0221
2024-04-19 2024-03-31 13F BLOCK CL A 852234103 3,352 422 14.40 284 25.22 0.0343
2024-02-02 2023-12-31 13F BLOCK CL A 852234103 2,930 2,930 227 0.0269
2023-10-19 2023-09-30 13F BLOCK CL A 852234103 0 -4,030 -100.00 0 -100.00
2023-07-21 2023-06-30 13F BLOCK CL A 852234103 4,030 -4,195 -51.00 268 -52.48 0.0344
2023-04-21 2023-03-31 13F BLOCK CL A 852234103 8,225 746 9.97 565 20.26 0.0770
2023-02-22 2022-12-31 13F BLOCK CL A ORD ORD 852234103 7,479 -6,455 -46.33 470 -38.77 0.0687
2022-11-14 2022-09-30 13F BLOCK CL A ORD ORD 852234103 13,934 -163 -1.16 766 -11.55 0.1125
2022-08-10 2022-06-30 13F BLOCK CL A ORD ORD 852234103 14,097 -767 -5.16 866 -57.02 0.1143
2022-05-16 2022-03-31 13F BLOCK CL A ORD ORD 852234103 14,864 849 6.06 2,015 -11.00 0.2070
2022-01-18 2021-12-31 13F BLOCK CL A ORD ORD 852234103 14,015 -206 -1.45 2,264 -33.63 0.2187
2021-11-03 2021-09-30 13F SQUARE CL A ORD ORD 852234103 14,221 339 2.44 3,411 0.80 0.3707
2021-07-29 2021-06-30 13F SQUARE CL A ORD ORD 852234103 13,882 643 4.86 3,384 12.57 0.3852
2021-05-04 2021-03-31 13F SQUARE CL A ORD ORD 852234103 13,239 1,953 17.30 3,006 22.39 0.3907
2021-01-14 2020-12-31 13F SQUARE CL A ORD ORD 852234103 11,286 255 2.31 2,456 36.98 0.3535
2020-11-02 2020-09-30 13F SQUARE CL A ORD ORD 852234103 11,031 -1,777 -13.87 1,793 33.41 0.3191
2020-07-31 2020-06-30 13F SQUARE CL A ORD CL A ORD 852234103 12,808 2,116 19.79 1,344 140.00 0.2616
2020-04-30 2020-03-31 13F SQUARE CL A ORD CL A ORD 852234103 10,692 -3,367 -23.95 560 -36.36 0.1293
2020-01-29 2019-12-31 13F SQUARE CL A ORD CL A ORD 852234103 14,059 2,700 23.77 880 25.00 0.1573
2019-10-31 2019-09-30 13F SQUARE CL A ORD CL A ORD 852234103 11,359 -4,619 -28.91 704 -39.26 0.1444
2019-08-14 2019-06-30 13F SQUARE INC CL A CL A 852234103 15,978 -2,778 -14.81 1,159 -17.51 0.2649
2019-05-03 2019-03-31 13F SQUARE INC CL A CL A 852234103 18,756 11,724 166.72 1,405 256.60 0.3503
2019-02-06 2018-12-31 13F SQUARE INC CL A CL A 852234103 7,032 1,102 18.58 394 -32.88 0.1152
2018-10-09 2018-09-30 13F SQUARE INC CL A CL A 852234103 5,930 -16,303 -73.33 587 -57.15 0.1514
2018-08-01 2018-06-30 13F SQUARE INC CL A CL A 852234103 22,233 -338 -1.50 1,370 23.42 0.3827
2018-05-15 2018-03-31 13F SQUARE INC CL A CL A 852234103 22,571 8,732 63.10 1,110 131.25 0.2785
2018-05-15 2017-12-31 13F/A-1 SQUARE CL A 852234103 13,839 13,839 480 0.1213
2018-02-01 2017-12-31 13F SQUARE CL A 852234103 13,964 484
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.