Position in BX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$14,591
+$333 QoQ
Shares Held
124
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#295
of 308 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ulland Investment Advisors, LLC holds $39,610 across 4 Asset Management names. BX ranks #1 (36.8% of the industry book) .
All Filings in BX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,591 | 124 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $14,258 | 124 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,113 | 124 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $21,185 | 124 | Shares | Sole | 2025-11-13 | |
| 2022-06-30 | $6,842 | 75 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $9,520 | 75 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||