Octavia Wealth Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1841259 CINCINNATI, OH

Position in BX

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$543,327

-$202,248 QoQ

Shares Held

4,725

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Octavia Wealth Advisors, LLC holds $7,688,678 across 4 Asset Management names. BX ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	414,859	$6,890,807
2	BX	Blackstone Inc. This page	4,725	$543,327
3	BCX	BlackRock Resources & Commodities Strategy Trust	11,399	$137,357
4	MUC	Blackrock Muniholdings California Quality Fund, Inc.	11,268	$117,187

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$543,327	4,725	-2.3%	Shares	Sole	2026-04-10
2025-12-31	$745,575	4,837	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$822,471	4,814	-3.0%	Shares	Sole	2025-10-28
2025-06-30	$742,664	4,965	+2.6%	Shares	Sole	2025-07-16
2025-03-31	$676,674	4,841	-1.5%	Shares	Sole	2025-04-14
2024-12-31	$847,099	4,913	-16.2%	Shares	Sole	2025-01-17
2024-09-30	$898,107	5,865	+0.0%	Shares	Sole	2024-10-10
2024-06-30	$725,963	5,864	+8.6%	Shares	Sole	2024-08-02
2024-03-31	$709,398	5,400	+0.0%	Shares	Sole	2024-04-15
2023-12-31	$706,706	5,398	+1.9%	Shares	Sole	2024-01-30
2023-09-30	$567,413	5,296	+0.0%	Shares	Sole	2023-10-30
2023-06-30	$492,183	5,294	-3.2%	Shares	Sole	2023-07-18
2023-03-31	$480,572	5,471	+1.4%	Shares	Sole	2023-04-20
2022-12-31	$400,180	5,394	+3.2%	Shares	Sole	2023-01-19
2022-09-30	$437,332	5,225	+0.0%	Shares	Sole	2022-10-17
2022-06-30	$476,494	5,223	-2.1%	Shares	Sole	2022-07-18
2022-03-31	$677,097	5,334	-2.4%	Shares	Sole	2022-04-20
2021-12-31	$706,857	5,463	+0.7%	Shares	Sole	2022-01-28
2021-09-30	$631,028	5,424	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$527,567	5,431	+0.8%	Shares	Sole	2021-07-26
2021-03-31	$401,642	5,389	+1.0%	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.