Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,990,425
-$191,416 QoQ
Shares Held
33,912
-6.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.88%
of 13F equity value
Holder Rank
#577
of 2,112 holders
Holding Since
Dec 2023
10 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, 2026Lantern Wealth Advisors, LLC holds $3,990,425 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
|
33,912 | $3,990,425 |
All Filings in BX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,990,425 | 33,912 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,181,841 | 36,367 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,988,741 | 32,365 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,849,904 | 34,240 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $5,505,441 | 36,806 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $6,185,222 | 35,873 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $5,489,557 | 35,849 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,589,761 | 37,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,972,748 | 37,853 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,848,098 | 37,031 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||