Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$542,341
+$12,353 QoQ
Shares Held
4,609
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,295
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TRUE Private Wealth Advisors holds $657,556 across 2 Asset Management names. BX ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
4,609 | $542,341 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
10,678 | $115,215 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,341 | 4,609 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $529,988 | 4,609 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $724,149 | 4,698 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $812,220 | 4,754 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $711,103 | 4,754 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $744,887 | 5,329 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $918,826 | 5,329 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $810,976 | 5,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $655,644 | 5,296 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $695,735 | 5,296 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $693,352 | 5,296 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $594,198 | 5,546 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $534,205 | 5,746 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $504,728 | 5,746 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $468,287 | 6,312 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $547,900 | 6,546 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $597,191 | 6,546 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $830,949 | 6,546 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $916,986 | 7,087 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $859,519 | 7,388 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $935,943 | 9,635 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $712,581 | 9,561 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $684,263 | 10,558 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $557,182 | 10,674 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $655,499 | 11,569 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $503,958 | 11,059 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||