Position in BX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$381,603
+$13,176 QoQ
Shares Held
3,243
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,456
of 2,112 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, 2026IVC Wealth Advisors LLC holds $500,033 across 2 Asset Management names. BX ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
3,243 | $381,603 | |
| 2 | NUV |
Nuveen Municipal Value Fund Inc
|
12,845 | $118,430 |
All Filings in BX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,603 | 3,243 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $368,427 | 3,204 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $478,604 | 3,105 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $511,012 | 2,991 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $425,555 | 2,845 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $390,685 | 2,795 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $498,983 | 2,894 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $527,839 | 3,447 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $439,490 | 3,550 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $451,518 | 3,437 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $474,061 | 3,621 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $404,024 | 3,771 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $350,496 | 3,770 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $314,115 | 3,576 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $229,247 | 3,090 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $262,734 | 3,139 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $285,458 | 3,129 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $381,708 | 3,007 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $389,463 | 3,010 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $434,646 | 3,736 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $370,006 | 3,809 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $287,983 | 3,864 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $250,425 | 3,864 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||