Position in BX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$544,106
-$101,447 QoQ
Shares Held
4,624
-17.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,293
of 2,112 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Newman Dignan & Sheerar, Inc. holds $1,877,309 across 3 Asset Management names. BX ranks #2 (29.0% of the industry book) .
All Filings in BX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,106 | 4,624 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $645,553 | 5,614 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $944,107 | 6,125 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,043,210 | 6,106 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $927,396 | 6,200 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $865,657 | 6,193 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,066,245 | 6,184 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $948,487 | 6,194 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $827,850 | 6,687 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,023,240 | 7,789 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,083,886 | 8,279 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $896,654 | 8,369 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $805,027 | 8,659 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $759,464 | 8,646 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $663,406 | 8,942 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $747,189 | 8,927 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $793,974 | 8,703 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,077,212 | 8,486 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,096,192 | 8,472 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $972,951 | 8,363 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $811,701 | 8,356 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $553,906 | 7,432 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $333,382 | 5,144 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $267,994 | 5,134 | Shares | Sole | 2020-10-14 | |
| No filing history on record for this holder in this stock. | ||||||