BME β€” BLACKROCK HEALTH SCIENCES TR

Ownership history in Owen LaRue, LLC  Β·  10 quarters on record

AI Ownership Summary

Owen LaRue, LLC reported BLACKROCK HEALTH SCIENCES TR (BME) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.36% in 2023 Q4. The latest visible filing shows BME at 0.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Owen LaRue, LLC's position in BLACKROCK HEALTH SCIENCES TR, 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
2025 Q3

BME was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Owen LaRue, LLC held BME β€” position size vs. price
% of Fund (quarterly)    BME price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,035 -763 -11.2% 0.09% $225K 2025-10-31 $37.15
2025 Q2 ADDED 6,798 +923 +15.7% 0.11% $248K 2025-07-16 $34.18
2024 Q3 REDUCED 5,875 -1,896 -24.4% 0.13% $246K 2024-11-13 $36.28
2024 Q2 REDUCED 7,771 -1,670 -17.7% 0.20% $317K 2024-07-24 $36.39
2024 Q1 ADDED 9,441 +83 +0.9% 0.24% $391K 2024-05-13 $34.56
2023 Q4 REDUCED 9,358 -2,568 -21.5% 0.36% $379K 2024-02-05 $35.17
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Owen LaRue, LLC and BME

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

How long has Owen LaRue, LLC reported owning BME?

Owen LaRue, LLC reported BME across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BME position in Owen LaRue, LLC's portfolio?

The largest reported portfolio weight for BME was 0.36% in 2023 Q4.

What is the latest reported BME position on this page?

The most recent filing on this page is 2025 Q3, when Owen LaRue, LLC reported 6,035 shares, equal to 0.09% of portfolio, with an estimated market value of $225K.

What does the chart on this BME ownership page compare?

The chart compares Owen LaRue, LLC's quarterly BME 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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