Paragon Private Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 1922684 LEXINGTON, KY

Position in BX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,070,679

+$245,282 QoQ

Shares Held

9,099

+26.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,028

of 2,106 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Financial Services · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $3,360,405 across 3 Asset Management names. BX ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,168	$2,084,661
2	BX	Blackstone Inc. This page	9,099	$1,070,679
3	AMP	Ameriprise Financial Inc	447	$205,065

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,070,679	9,099	+26.8%	Shares	Defined	2026-07-28
2026-03-31	$825,397	7,178	+55.7%	Shares	Defined	2026-05-19
2025-12-31	$710,584	4,610	+3.8%	Shares	Sole	2026-02-11
2025-09-30	$758,574	4,440	+19.9%	Shares	Sole	2025-11-03
2025-06-30	$554,044	3,704	-3.3%	Shares	Sole	2025-08-14
2025-03-31	$535,356	3,830	-18.6%	Shares	Sole	2025-05-15
2024-12-31	$811,236	4,705	+2.6%	Shares	Sole	2025-02-07
2024-09-30	$702,407	4,587	+10.1%	Shares	Sole	2024-11-07
2024-06-30	$515,998	4,168	-2.6%	Shares	Sole	2024-08-12
2024-03-31	$562,263	4,280	-5.1%	Shares	Sole	2024-05-13
2023-12-31	$590,187	4,508	-4.4%	Shares	Sole	2024-02-09
2023-09-30	$505,379	4,717	-24.0%	Shares	Sole	2023-11-13
2023-06-30	$576,785	6,204	-17.4%	Shares	Sole	2023-08-03
2023-03-31	$659,590	7,509	+13.3%	Shares	Sole	2023-04-17
2022-12-31	$491,879	6,630	+1.1%	Shares	Sole	2023-02-13
2022-09-30	$549,072	6,560	+3.4%	Shares	Sole	2022-11-02
2022-06-30	$579,036	6,347	+43.5%	Shares	Sole	2022-07-18
2022-03-31	$561,328	4,422	+34.4%	Shares	Sole	2022-06-13
2021-12-31	$425,693	3,290	—	Shares	Sole	2022-06-08
No filing history on record for this holder in this stock.