Tanglewood Legacy Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1965616 HOUSTON, TX

Position in BX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$85,428

+$2,751 QoQ

Shares Held

726

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,865

of 2,112 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tanglewood Legacy Advisors, LLC holds $198,700 across 4 Asset Management names. BX ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	726	$85,428
2	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	3,338	$46,164
3	MSIF	Msc Income Fund, Inc.	3,250	$37,602
4	MUA	Blackrock Muniassets Fund, Inc.	2,680	$29,506

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,428	726	+1.0%	Shares	Sole	2026-08-10
2026-03-31	$82,677	719	+1.1%	Shares	Sole	2026-04-27
2025-12-31	$109,593	711	+0.9%	Shares	Sole	2026-02-06
2025-09-30	$120,449	705	+0.7%	Shares	Sole	2025-11-07
2025-06-30	$104,706	700	+0.6%	Shares	Sole	2025-08-08
2025-03-31	$97,286	696	+0.9%	Shares	Sole	2025-04-22
2024-12-31	$118,969	690	+0.6%	Shares	Sole	2025-01-30
2024-09-30	$105,047	686	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$84,431	682	+0.7%	Shares	Sole	2024-07-17
2024-03-31	$88,937	677	+0.7%	Shares	Sole	2024-04-16
2023-12-31	$87,978	672	+0.7%	Shares	Sole	2024-01-23
2023-09-30	$71,462	667	+0.8%	Shares	Sole	2023-10-18
2023-06-30	$61,546	662	+1.1%	Shares	Sole	2023-08-01
2023-03-31	$57,535	655	+0.9%	Shares	Sole	2023-04-18
2022-12-31	$48,149	649	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.