Intrepid Financial Planning Group LLC

Position in BX — Blackstone Inc.

CIK 1641296 CARMEL, IN

Position in BX

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

Position Value

$1,432,985

+$18,264 QoQ

Shares Held

12,178

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#916

of 2,112 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intrepid Financial Planning Group LLC holds $1,941,538 across 2 Asset Management names. BX ranks #1 (73.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BX	Blackstone Inc. This page	12,178	$1,432,985
2	DXYZ	Destiny Tech100 Inc.	19,742	$508,553

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,432,985	12,178	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$1,414,721	12,303	-2.6%	Shares	Sole	2026-05-13
2025-12-31	$1,946,479	12,628	-2.9%	Shares	Sole	2026-02-13
2025-09-30	$2,222,075	13,006	-2.0%	Shares	Sole	2025-11-13
2025-06-30	$1,984,926	13,270	-2.5%	Shares	Sole	2025-08-11
2025-03-31	$1,901,567	13,604	-2.3%	Shares	Sole	2025-05-13
2024-12-31	$2,401,465	13,928	-15.4%	Shares	Sole	2025-02-10
2024-09-30	$2,522,510	16,473	-3.8%	Shares	Sole	2024-11-04
2024-06-30	$2,119,208	17,118	-6.1%	Shares	Sole	2024-08-12
2024-03-31	$2,395,663	18,236	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$2,390,730	18,261	-3.5%	Shares	Sole	2024-02-13
2023-09-30	$2,027,195	18,921	-2.8%	Shares	Sole	2023-11-03
2023-06-30	$1,809,568	19,464	-0.2%	Shares	Sole	2023-08-09
2023-03-31	$1,713,407	19,506	-3.3%	Shares	Sole	2023-05-02
2022-12-31	$1,496,857	20,176	-2.7%	Shares	Sole	2023-02-02
2022-09-30	$1,734,766	20,726	-1.1%	Shares	Sole	2022-11-07
2022-06-30	$1,911,724	20,955	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.