Position in BX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,619,727
+$349,548 QoQ
Shares Held
13,765
+24.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#872
of 2,112 holders
Holding Since
Mar 2020
18 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, 2026MBM WEALTH CONSULTANTS, LLC holds $2,772,358 across 3 Asset Management names. BX ranks #1 (58.4% of the industry book) .
All Filings in BX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,619,727 | 13,765 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,270,179 | 11,046 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,413,155 | 9,168 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,402,507 | 8,209 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,151,466 | 7,698 | Shares | Sole | 2025-08-13 | |
| 2023-03-31 | $122,976 | 1,400 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $103,866 | 1,400 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $117,180 | 1,400 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $127,722 | 1,400 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $126,940 | 1,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $129,390 | 1,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $116,340 | 1,000 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $63,141 | 650 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $48,444 | 650 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $42,126 | 650 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $33,930 | 650 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,829 | 650 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $29,620 | 650 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||