CM WEALTH ADVISORS LLC

Position in BX — Blackstone Inc.

CIK 1764581 BEACHWOOD, OH

Position in BX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$375,484

-$28,820 QoQ

Shares Held

3,191

-9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,467

of 2,112 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $1,579,168 across 3 Asset Management names. BX ranks #3 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	24,715	$745,651
2	SAMG	Silvercrest Asset Management Group Inc.	45,305	$458,033
3	BX	Blackstone Inc. This page	3,191	$375,484

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,484	3,191	-9.2%	Shares	Sole	2026-08-10
2026-03-31	$404,304	3,516	-12.0%	Shares	Sole	2026-05-08
2025-12-31	$616,097	3,997	-15.3%	Shares	Sole	2026-01-26
2024-03-31	$619,803	4,718	-11.2%	Shares	Sole	2024-05-13
2023-06-30	$494,228	5,316	-81.7%	Shares	Sole	2023-08-15
2023-03-31	$2,554,211	29,078	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.