Biltmore Family Office, LLC

Family Office

Position in BX — Blackstone Inc.

CIK 1731123 CHARLOTTE, NC

Position in BX

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$220,435

-$75,051 QoQ

Shares Held

1,917

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Biltmore Family Office, LLC holds $13,035,510 across 5 Asset Management names. BX ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	274,990	$9,745,645
2	APO	Apollo Global Management, Inc.	17,005	$1,894,697
3	BLK	BlackRock, Inc.	996	$957,863
4	BX	Blackstone Inc. This page	1,917	$220,435
5	BSTZ	BlackRock Science & Technology Term Trust	9,791	$216,870

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$220,435	1,917	0.0%	Shares	Sole	2026-05-11
2025-12-31	$295,486	1,917	-0.3%	Shares	Sole	2026-02-04
2025-09-30	$328,373	1,922	-5.0%	Shares	Sole	2025-10-31
2025-06-30	$302,749	2,024	+5.6%	Shares	Sole	2025-08-01
2025-03-31	$267,958	1,917	+26.4%	Shares	Sole	2025-05-12
2024-12-31	$261,561	1,517	0.0%	Shares	Sole	2025-02-12
2024-09-30	$232,298	1,517	-56.0%	Shares	Sole	2024-11-12
2022-12-31	$255,584	3,445	0.0%	Shares	Sole	2023-02-07
2022-09-30	$288,346	3,445	0.0%	Shares	Sole	2022-11-10
2022-06-30	$314,287	3,445	0.0%	Shares	Sole	2022-08-04
2022-03-31	$437,308	3,445	-65.4%	Shares	Sole	2022-05-12
2021-12-31	$1,287,430	9,950	+416.3%	Shares	Sole	2022-02-11
2021-09-30	$224,187	1,927	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.