Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,285,269
-$70,186 QoQ
Shares Held
19,421
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#741
of 2,106 holders
Holding Since
Mar 2020
26 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, 2026EPG Wealth Management LLC holds $6,444,361 across 3 Asset Management names. BX ranks #2 (35.5% of the industry book) .
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,285,269 | 19,421 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,355,455 | 20,484 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,270,421 | 8,242 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,299,655 | 7,607 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,064,560 | 7,117 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $958,471 | 6,857 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,160,903 | 6,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,062,415 | 6,938 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,117,838 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,135,036 | 8,640 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,090,039 | 8,326 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $832,799 | 7,773 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $691,696 | 7,440 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $633,853 | 7,216 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $399,142 | 5,380 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $449,134 | 5,366 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $456,697 | 5,006 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $631,145 | 4,972 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $660,018 | 5,101 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $589,029 | 5,063 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $478,414 | 4,925 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $365,197 | 4,900 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $465,141 | 7,177 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $336,011 | 6,437 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $381,435 | 6,732 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $300,534 | 6,595 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||