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Equibles

Wealth Advisors of Tampa Bay, LLC

Position in BX — Blackstone Inc.

CIK 1715228 TAMPA, FL
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,507,114
+$525,931 QoQ
Shares Held
38,303
+10.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#548
of 2,124 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Wealth Advisors of Tampa Bay, LLC holds $7,765,199 across 4 Asset Management names. BX ranks #1 (58.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
This page 		38,303 $4,507,114
2 NAD
Nuveen Quality Municipal Income Fund
 115,182 $1,396,005
3 NVG
Nuveen AMT-Free Municipal Credit Income Fund
 108,375 $1,387,200
4 DPG
Duff & Phelps Utility & Infrastructure Fund Inc.
 32,000 $474,880

All Filings in BX

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,507,114 38,303
2026-03-31 $3,981,183 34,622
2025-12-31 $4,427,363 28,723
2025-09-30 $4,632,597 27,115
2025-06-30 $2,819,583 18,850