WealthPLAN Partners, LLC

Position in BX — Blackstone Inc.

CIK 1639943 OMAHA, NE

Position in BX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$512,452

-$394,013 QoQ

Shares Held

4,355

-44.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,321

of 2,112 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $2,027,951 across 4 Asset Management names. BX ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAIN	Main Street Capital CORP	20,327	$1,054,564
2	BX	Blackstone Inc. This page	4,355	$512,452
3	MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund	24,590	$381,145
4	FSCO	FS Credit Opportunities Corp.	15,990	$79,790

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,452	4,355	-44.8%	Shares	Other	2026-07-28
2026-03-31	$906,465	7,883	-50.9%	Shares	Sole	2026-04-29
2025-12-31	$2,477,028	16,070	-6.2%	Shares	Other	2026-02-12
2025-09-30	$2,927,514	17,135	+4.2%	Shares	Other	2025-10-27
2025-06-30	$2,460,740	16,451	-17.8%	Shares	Other	2025-07-28
2025-03-31	$2,797,137	20,011	+13.4%	Shares	Other	2025-05-12
2024-12-31	$3,043,902	17,654	-13.5%	Shares	Other	2025-01-30
2024-09-30	$3,124,311	20,403	-28.1%	Shares	Other	2024-11-05
2024-06-30	$3,514,929	28,392	+3.6%	Shares	Other	2024-08-09
2024-03-31	$3,600,851	27,410	+22.6%	Shares	Other	2024-05-07
2023-12-31	$2,926,192	22,351	+3.0%	Shares	Other	2024-01-05
2023-09-30	$2,324,616	21,697	+50.1%	Shares	Other	2023-11-02
2023-06-30	$1,343,973	14,456	-25.6%	Shares	Other	2023-07-31
2023-03-31	$1,707,696	19,441	-33.1%	Shares	Other	2023-05-10
2022-12-31	$2,155,367	29,052	+34.5%	Shares	Other	2023-02-16
2022-03-31	$2,741,903	21,600	+125.8%	Shares	Other	2022-05-03
2021-12-31	$1,237,744	9,566	-2.6%	Shares	Sole	2022-02-01
2021-09-30	$1,142,225	9,818	+0.2%	Shares	Sole	2021-12-09
2021-06-30	$951,582	9,796	-27.4%	Shares	Other	2021-08-19
2021-03-31	$1,005,185	13,487	-21.3%	Shares	Other	2021-05-11
2020-12-31	$1,110,972	17,142	+4.5%	Shares	Other	2021-02-09
2020-09-30	$856,184	16,402	-2.5%	Shares	Sole	2020-12-18
2020-06-30	$952,681	16,814	-65.3%	Shares	Sole	2020-08-19
2020-03-31	$2,208,185	48,457	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.