Position in BX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$246,871
+$17,121 QoQ
Shares Held
2,098
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,695
of 2,112 holders
Holding Since
Mar 2025
5 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, 2026Aletheian Wealth Advisors LLC holds $246,871 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
|
2,098 | $246,871 |
All Filings in BX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,871 | 2,098 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $229,750 | 1,998 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $358,614 | 2,099 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $312,771 | 2,091 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $287,387 | 2,056 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||