Bernardo Wealth Planning LLC

Position in BX — Blackstone Inc.

CIK 1765595 HARLEYSVILLE, PA

Position in BX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$407,844

+$25,158 QoQ

Shares Held

3,466

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,414

of 2,106 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bernardo Wealth Planning LLC holds $508,260 across 2 Asset Management names. BX ranks #1 (80.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BX	Blackstone Inc. This page	3,466	$407,844
2	LIEN	Chicago Atlantic BDC, Inc.	10,278	$100,416

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,844	3,466	+4.1%	Shares	Sole	2026-07-27
2026-03-31	$382,686	3,328	-7.5%	Shares	Sole	2026-04-15
2025-12-31	$554,595	3,598	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$616,426	3,608	-6.8%	Shares	Sole	2025-10-22
2025-06-30	$578,874	3,870	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$534,518	3,824	-0.4%	Shares	Sole	2025-04-30
2024-12-31	$661,747	3,838	+0.3%	Shares	Sole	2025-01-16
2024-09-30	$586,028	3,827	+8.2%	Shares	Sole	2024-10-18
2024-06-30	$437,756	3,536	+0.3%	Shares	Sole	2024-07-10
2024-03-31	$462,947	3,524	-0.1%	Shares	Sole	2024-05-07
2023-12-31	$461,885	3,528	-5.0%	Shares	Sole	2024-01-25
2023-09-30	$397,917	3,714	+6.4%	Shares	Sole	2023-10-30
2023-06-30	$324,465	3,490	-7.4%	Shares	Sole	2023-07-21
2023-03-31	$330,893	3,767	+0.4%	Shares	Sole	2023-05-05
2022-12-31	$278,286	3,751	+24.5%	Shares	Sole	2023-01-30
2022-09-30	$252,104	3,012	+29.2%	Shares	Sole	2022-10-24
2022-06-30	$212,748	2,332	+7.8%	Shares	Sole	2022-07-29
2022-03-31	$274,698	2,164	+16.3%	Shares	Sole	2022-05-06
2021-12-31	$240,665	1,860	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.