Position in BX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$612,472
+$19,469 QoQ
Shares Held
5,205
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#175
of 338 holders
Holding Since
Dec 2022
12 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, 2026WILLNER & HELLER, LLC holds $935,216 across 3 Asset Management names. BX ranks #1 (65.5% of the industry book) .
All Filings in BX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,472 | 5,205 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $593,003 | 5,157 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $789,967 | 5,125 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $867,918 | 5,080 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $760,763 | 5,086 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $706,168 | 5,052 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $863,651 | 5,009 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $771,009 | 5,035 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $619,371 | 5,003 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $674,847 | 5,137 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $677,903 | 5,178 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 | $429,856 | 5,794 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||