Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$235,340
-$18,528 QoQ
Shares Held
2,000
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,728
of 2,112 holders
Holding Since
Sep 2023
11 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, 2026Kellett Wealth Advisors, LLC holds $1,141,302 across 3 Asset Management names. BX ranks #3 (20.6% of the industry book) .
All Filings in BX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,340 | 2,000 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $253,868 | 1,647 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $298,304 | 1,746 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $261,166 | 1,746 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $243,916 | 1,745 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $300,700 | 1,744 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $312,997 | 2,044 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $252,923 | 2,043 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $294,531 | 2,242 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $333,060 | 2,544 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $304,384 | 2,841 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||