Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,090,054
-$942,232 QoQ
Shares Held
17,762
-32.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#772
of 2,106 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $3,428,150 across 5 Asset Management names. BX ranks #1 (61.0% of the industry book) .
All Filings in BX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,054 | 17,762 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,032,286 | 26,370 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,875,233 | 25,141 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,856,225 | 34,277 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,340,753 | 35,705 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,000,643 | 28,621 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,900,657 | 22,623 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,013,996 | 26,213 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,028,215 | 16,383 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,395,663 | 18,236 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,283,506 | 17,442 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,601,207 | 14,945 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $688,907 | 7,410 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,023,511 | 11,652 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,151,584 | 29,001 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $2,342,344 | 27,985 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $2,741,903 | 21,600 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||