Independent Solutions Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 1818391 Williamsville, NY

Position in BX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,484,484

+$122,475 QoQ

Shares Held

21,114

+2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#717

of 2,112 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $2,972,886 across 3 Asset Management names. BX ranks #1 (83.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	21,114	$2,484,484
2	TROW	Price T Rowe Group Inc	2,165	$246,138
3	MSIF	Msc Income Fund, Inc.	20,939	$242,264

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,484,484	21,114	+2.8%	Shares	Sole	2026-07-29
2026-03-31	$2,362,009	20,541	+0.8%	Shares	Sole	2026-04-27
2025-12-31	$3,139,523	20,368	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$3,470,646	20,314	+4.4%	Shares	Sole	2025-10-23
2025-06-30	$2,909,181	19,449	+24.0%	Shares	Sole	2025-07-23
2025-03-31	$2,192,868	15,688	-0.6%	Shares	Sole	2025-04-23
2024-12-31	$2,720,615	15,779	+8.8%	Shares	Sole	2025-02-11
2024-09-30	$2,220,997	14,504	+3.0%	Shares	Sole	2024-12-19
2024-06-30	$1,742,980	14,079	+2.5%	Shares	Sole	2024-12-19
2024-03-31	$1,804,366	13,735	-5.6%	Shares	Sole	2024-12-19
2023-12-31	$1,904,886	14,550	+6.7%	Shares	Sole	2024-12-19
2023-09-30	$1,461,389	13,640	+3.3%	Shares	Sole	2024-12-19
2023-06-30	$1,227,389	13,202	+4.0%	Shares	Sole	2024-12-19
2023-03-31	$1,115,304	12,697	+0.6%	Shares	Sole	2024-12-19
2022-12-31	$936,574	12,624	-7.0%	Shares	Sole	2024-12-19
2022-09-30	$1,135,725	13,569	-4.5%	Shares	Sole	2024-12-19
2022-06-30	$1,295,922	14,205	-3.5%	Shares	Sole	2024-12-19
2022-03-31	$1,869,191	14,725	+1.6%	Shares	Sole	2024-12-19
2021-12-31	$1,875,119	14,492	+0.5%	Shares	Sole	2024-12-19
2021-09-30	$1,677,157	14,416	+2.3%	Shares	Sole	2024-12-19
2021-06-30	$1,369,382	14,097	+13.4%	Shares	Sole	2024-12-19
2021-03-31	$926,556	12,432	+19.0%	Shares	Sole	2024-12-19
2020-12-31	$676,940	10,445	+110.3%	Shares	Sole	2024-12-19
2020-09-30	$259,277	4,967	+17.1%	Shares	Sole	2024-12-19
2020-06-30	$240,351	4,242	-32.5%	Shares	Sole	2024-12-19
2020-03-31	$286,589	6,289	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.