Position in BX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,299
+$296 QoQ
Shares Held
20
+53.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 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 Mar 31, 2026HighMark Wealth Management LLC holds $144,537 across 5 Asset Management names. BX ranks #4 (1.6% of the industry book) .
All Filings in BX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,299 | 20 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,003 | 13 | Shares | Sole | 2026-02-05 | |
| 2024-03-31 | $2,890 | 22 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,047 | 8 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $857 | 8 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $743 | 8 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $702 | 8 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $816 | 11 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $920 | 11 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,003 | 11 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,650 | 13 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||