Compass Ion Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1621100 CONSHOHOCKEN, PA

Position in BX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,179,795

+$102,089 QoQ

Shares Held

27,023

+1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#638

of 2,112 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Compass Ion Advisors, LLC holds $5,515,399 across 5 Asset Management names. BX ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	27,023	$3,179,795
2	BN	BROOKFIELD Corp /ON/	27,546	$1,173,184
3	APO	Apollo Global Management, Inc.	4,963	$587,172
4	BLK	BlackRock, Inc.	387	$372,123
5	BAM	Brookfield Asset Management Ltd.	4,529	$203,125

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,179,795	27,023	+1.0%	Shares	Other	2026-08-12
2026-03-31	$3,077,706	26,765	+1.1%	Shares	Other	2026-04-13
2025-12-31	$4,080,548	26,473	+0.6%	Shares	Sole	2026-01-29
2025-09-30	$4,497,113	26,322	+0.7%	Shares	Sole	2025-10-29
2025-06-30	$3,911,517	26,150	+1.1%	Shares	Sole	2025-07-11
2025-03-31	$3,616,667	25,874	-0.1%	Shares	Sole	2025-04-22
2024-12-31	$4,465,678	25,900	+0.5%	Shares	Sole	2025-02-11
2024-09-30	$3,945,700	25,767	+1.3%	Shares	Sole	2024-10-18
2024-06-30	$3,148,357	25,431	0.0%	Shares	Sole	2024-07-12
2024-03-31	$3,340,870	25,431	+0.7%	Shares	Sole	2024-04-18
2023-12-31	$3,304,944	25,244	+0.8%	Shares	Sole	2024-01-24
2023-09-30	$2,683,642	25,048	-4.9%	Shares	Sole	2023-11-03
2023-06-30	$2,448,364	26,335	+1.0%	Shares	Sole	2023-08-11
2023-03-31	$2,290,515	26,076	+1.0%	Shares	Sole	2023-04-18
2022-12-31	$1,916,327	25,830	+1.0%	Shares	Sole	2023-01-18
2022-09-30	$2,140,794	25,577	+1.2%	Shares	Sole	2022-10-18
2022-06-30	$2,305,108	25,267	+1.3%	Shares	Sole	2022-08-02
2022-03-31	$3,165,375	24,936	+1.2%	Shares	Sole	2022-04-20
2021-12-31	$3,188,816	24,645	+0.8%	Shares	Sole	2022-02-02
2021-09-30	$2,845,443	24,458	+0.6%	Shares	Sole	2021-10-28
2021-06-30	$2,361,376	24,309	+0.2%	Shares	Sole	2021-07-15
2021-03-31	$1,808,992	24,272	+0.6%	Shares	Sole	2021-04-19
2020-12-31	$1,564,448	24,139	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,260,055	24,139	+14.9%	Shares	Sole	2020-11-13
2020-06-30	$1,190,539	21,012	0.0%	Shares	Sole	2020-07-09
2020-03-31	$957,516	21,012	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.