Position in BX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,239,885
-$354,770 QoQ
Shares Held
36,032
-9.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#560
of 2,112 holders
Holding Since
Dec 2021
5 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, 2026CMH Wealth Management LLC holds $14,081,304 across 3 Asset Management names. BX ranks #2 (30.1% of the industry book) .
All Filings in BX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,239,885 | 36,032 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,594,655 | 39,957 | Shares | Sole | 2026-04-13 | |
| 2022-06-30 | $3,546,931 | 38,879 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,713,155 | 37,129 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $4,633,585 | 35,811 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||