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Equibles

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in BX — Blackstone Inc.

CIK 1607355 GLASTONBURY, CT
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$529,515
+$12,060 QoQ
Shares Held
4,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,310
of 2,124 holders
Holding Since
Mar 2020
26 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, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $794,384 across 26 Asset Management names. BX ranks #1 (66.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
This page 		4,500 $529,515
2 DNP
Dnp Select Income Fund Inc
 4,891 $52,773
3 NML
Neuberger Energy Infrastructure & Income Fund Inc.
 2,400 $24,336
4 PDI
PIMCO Dynamic Income Fund
 1,400 $23,380
5 DSL
DoubleLine Income Solutions Fund
 1,835 $20,295
6 GDL
Gdl Fund
 2,000 $16,940
7 BSTZ
BlackRock Science & Technology Term Trust
 556 $16,696
8 BTO
John Hancock Financial Opportunities Fund
 200 $7,884

All Filings in BX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $529,515 4,500
2026-03-31 $517,455 4,500
2025-12-31 $709,044 4,600
2025-09-30 $1,054,998 6,175
2025-06-30 $923,656 6,175
2025-03-31 $719,867 5,150
2024-12-31 $887,963 5,150
2024-09-30 $788,619 5,150
2024-06-30 $637,570 5,150
2024-03-31 $676,555 5,150
2023-12-31 $602,232 4,600
2023-09-30 $492,844 4,600
2023-06-30 $427,662 4,600
2023-03-31 $421,632 4,800
2022-12-31 $356,112 4,800
2022-09-30 $460,350 5,500
2022-06-30 $501,765 5,500
2022-03-31 $710,864 5,600
2021-12-31 $753,696 5,825
2021-09-30 $677,680 5,825
2021-06-30 $604,696 6,225
2021-03-31 $454,633 6,100
2020-12-31 $408,303 6,300
2020-09-30 $328,860 6,300
2020-06-30 $376,789 6,650
2020-03-31 $307,597 6,750