BOE β€” BLACKROCK ENHANCED GLOBAL DI

Ownership history in ACCREDITED INVESTOR SERVICES, LLC  Β·  5 quarters on record

AI Ownership Summary

ACCREDITED INVESTOR SERVICES, LLC reported BLACKROCK ENHANCED GLOBAL DI (BOE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows BOE at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACCREDITED INVESTOR SERVICES, LLC's position in BLACKROCK ENHANCED GLOBAL DI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BOE was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ACCREDITED INVESTOR SERVICES, LLC held BOE β€” position size vs. price
% of Fund (quarterly)    BOE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 18,683 +3,454 +22.7% 0.13% $205K 2026-04-21 $11.68
2025 Q4 ADDED 15,229 +3,294 +27.6% 0.12% $178K 2026-02-09 $11.80
2025 Q3 ADDED 11,935 +205 +1.7% 0.09% $138K 2025-10-21 $11.11
2025 Q2 REDUCED 11,730 -1,950 -14.3% 0.10% $133K 2025-07-24 $10.68
2025 Q1 INITIATED 13,680 β€” β€” 0.12% $148K 2025-05-02 $10.02

FAQ About ACCREDITED INVESTOR SERVICES, LLC and BOE

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACCREDITED INVESTOR SERVICES, LLC reported owning BOE?

ACCREDITED INVESTOR SERVICES, LLC reported BOE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BOE position in ACCREDITED INVESTOR SERVICES, LLC's portfolio?

The largest reported portfolio weight for BOE was 0.13% in 2026 Q1.

What is the latest reported BOE position on this page?

The most recent filing on this page is 2026 Q1, when ACCREDITED INVESTOR SERVICES, LLC reported 18,683 shares, equal to 0.13% of portfolio, with an estimated market value of $205K.

What does the chart on this BOE ownership page compare?

The chart compares ACCREDITED INVESTOR SERVICES, LLC's quarterly BOE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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