Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,153,636
+$26,275 QoQ
Shares Held
9,804
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#995
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, 2026IHT Wealth Management, LLC holds $65,095,816 across 69 Asset Management names. BX ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
481,281 | $6,997,825 | |
| 2 | ARCC |
Ares Capital Corp
|
182,377 | $3,379,445 | |
| 3 | MAIN |
Main Street Capital CORP
|
61,492 | $3,190,204 | |
| 4 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
598,962 | $2,898,976 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
258,915 | $2,793,692 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
68,444 | $2,753,502 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
85,749 | $2,587,047 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
142,870 | $2,453,077 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,636 | 9,804 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,127,361 | 9,804 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,432,731 | 9,295 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,556,785 | 9,112 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,421,608 | 9,504 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,412,057 | 10,102 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,665,922 | 9,662 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,169,545 | 14,168 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,119,523 | 9,043 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,306,343 | 9,944 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $731,580 | 5,588 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $739,158 | 6,899 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $851,605 | 9,160 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,147,893 | 13,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $914,614 | 12,328 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,080,064 | 12,904 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $609,872 | 6,685 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $769,129 | 6,059 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $606,192 | 4,685 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $791,344 | 6,802 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,261,071 | 12,982 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $876,472 | 11,760 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $790,682 | 12,200 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $615,490 | 11,791 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $239,955 | 4,235 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,020,859 | 22,402 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||