BigSur Wealth Management LLC

Position in BX — Blackstone Inc.

CIK 1659171 MIAMI, FL

Position in BX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$5,401,641

-$463,423 QoQ

Shares Held

45,905

-10.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#509

of 2,112 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BigSur Wealth Management LLC holds $8,114,755 across 4 Asset Management names. BX ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	45,905	$5,401,641
2	BXSL	Blackstone Secured Lending Fund	90,148	$2,137,409
3	HTGC	Hercules Capital, Inc.	26,500	$417,905
4	DBRG	DigitalBridge Group, Inc.	10,000	$157,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,401,641	45,905	-10.0%	Shares	Sole	2026-07-14
2026-03-31	$5,865,064	51,005	-1.1%	Shares	Sole	2026-04-22
2025-12-31	$7,951,620	51,587	-8.7%	Shares	Sole	2026-01-27
2025-09-30	$9,650,803	56,487	-18.2%	Shares	Sole	2025-10-14
2025-06-30	$10,332,388	69,076	+1.0%	Shares	Sole	2025-07-15
2025-03-31	$9,560,392	68,396	+9.8%	Shares	Sole	2025-04-16
2024-12-31	$10,742,628	62,305	-4.0%	Shares	Sole	2025-01-16
2024-09-30	$9,937,371	64,895	+0.1%	Shares	Sole	2024-10-16
2024-06-30	$8,024,097	64,815	-0.1%	Shares	Sole	2024-07-22
2024-03-31	$8,526,569	64,905	+26.9%	Shares	Sole	2024-05-22
2023-12-31	$6,694,594	51,135	+2.8%	Shares	Sole	2024-02-12
2023-09-30	$5,328,607	49,735	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$4,665,420	50,182	0.0%	Shares	Sole	2023-08-14
2023-03-31	$4,407,986	50,182	+1.0%	Shares	Sole	2023-05-12
2022-12-31	$3,685,907	49,682	-1.3%	Shares	Sole	2023-02-09
2022-09-30	$4,213,625	50,342	-3.3%	Shares	Sole	2022-11-09
2022-06-30	$4,749,433	52,060	-1.1%	Shares	Sole	2022-08-10
2022-03-31	$6,684,660	52,660	+18.0%	Shares	Sole	2022-05-05
2021-12-31	$5,776,228	44,642	+34.3%	Shares	Sole	2022-02-07
2021-09-30	$3,867,374	33,242	+42.4%	Shares	Sole	2021-11-01
2021-06-30	$2,267,441	23,342	-9.7%	Shares	Sole	2021-07-29
2021-03-31	$1,926,004	25,842	+4.0%	Shares	Sole	2021-05-06
2020-12-31	$1,610,010	24,842	0.0%	Shares	Sole	2021-01-22
2020-09-30	$1,296,752	24,842	+74.4%	Shares	Sole	2020-10-30
2020-06-30	$806,951	14,242	-43.8%	Shares	Sole	2020-07-31
2020-03-31	$1,154,834	25,342	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.