Position in BX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$517,455
-$191,589 QoQ
Shares Held
4,500
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $731,013 across 23 Asset Management names. BX ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
4,500 | $517,455 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
4,891 | $50,377 | |
| 3 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
2,400 | $25,224 | |
| 4 | GDL |
Gdl Fund
|
2,000 | $16,660 | |
| 5 | PTY |
Pimco Corporate & Income Opportunity Fund
|
1,228 | $14,809 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
550 | $12,182 | |
| 7 | DSL |
DoubleLine Income Solutions Fund
|
835 | $9,043 | |
| 8 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
516 | $7,368 |
All Filings in BX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $517,455 | 4,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $709,044 | 4,600 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,054,998 | 6,175 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $923,656 | 6,175 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $719,867 | 5,150 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $887,963 | 5,150 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $788,619 | 5,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $637,570 | 5,150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $676,555 | 5,150 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $602,232 | 4,600 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $492,844 | 4,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $427,662 | 4,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $421,632 | 4,800 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $356,112 | 4,800 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $460,350 | 5,500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $501,765 | 5,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $710,864 | 5,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $753,696 | 5,825 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $677,680 | 5,825 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $604,696 | 6,225 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $454,633 | 6,100 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $408,303 | 6,300 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $328,860 | 6,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $376,789 | 6,650 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $307,597 | 6,750 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||