Position in BX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$501,156
-$42,171 QoQ
Shares Held
4,259
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,329
of 2,111 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Octavia Wealth Advisors, LLC holds $501,156 across 1 Asset Management name. BX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
4,259 | $501,156 |
All Filings in BX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,156 | 4,259 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $543,327 | 4,725 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $745,575 | 4,837 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $822,471 | 4,814 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $742,664 | 4,965 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $676,674 | 4,841 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $847,099 | 4,913 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $898,107 | 5,865 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $725,963 | 5,864 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $709,398 | 5,400 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $706,706 | 5,398 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $567,413 | 5,296 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $492,183 | 5,294 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $480,572 | 5,471 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $400,180 | 5,394 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $437,332 | 5,225 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $476,494 | 5,223 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $677,097 | 5,334 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $706,857 | 5,463 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $631,028 | 5,424 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $527,567 | 5,431 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $401,642 | 5,389 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $345,696 | 5,334 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||