Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$875,111
+$620,754 QoQ
Shares Held
7,437
+236.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,090
of 2,112 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mattern Wealth Management LLC holds $3,115,054 across 3 Asset Management names. BX ranks #2 (28.1% of the industry book) .
All Filings in BX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,111 | 7,437 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $254,357 | 2,212 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $341,111 | 2,213 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $378,091 | 2,213 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $331,020 | 2,213 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $300,946 | 2,153 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $384,151 | 2,228 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $341,173 | 2,228 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $337,726 | 2,728 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $490,141 | 3,731 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $487,677 | 3,725 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $366,954 | 3,425 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $284,209 | 3,057 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $256,668 | 2,922 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||