LMG Wealth Partners, LLC

Position in BX — Blackstone Inc.

CIK 1965772 SHREVEPORT, LA

Position in BX

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$1,283,518

-$291,176 QoQ

Shares Held

11,162

+9.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

LMG Wealth Partners, LLC holds $7,368,009 across 3 Asset Management names. BX ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	40,886	$5,919,883
2	BX	Blackstone Inc. This page	11,162	$1,283,518
3	CCAP	Crescent Capital BDC, Inc.	13,548	$164,608

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,283,518	11,162	+9.3%	Shares	Sole	2026-04-17
2025-12-31	$1,574,694	10,216	-1.8%	Shares	Sole	2026-02-02
2025-09-30	$1,776,840	10,400	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$1,541,421	10,305	+9.1%	Shares	Sole	2025-07-29
2025-03-31	$1,320,641	9,448	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$1,635,920	9,488	+1.0%	Shares	Sole	2025-02-03
2024-09-30	$1,437,890	9,390	+5.4%	Shares	Sole	2024-10-23
2024-06-30	$1,103,181	8,911	+6.0%	Shares	Sole	2024-08-02
2024-03-31	$1,104,164	8,405	+3.4%	Shares	Sole	2024-05-03
2023-12-31	$1,063,725	8,125	+14.5%	Shares	Sole	2024-01-23
2023-09-30	$760,158	7,095	+20.4%	Shares	Sole	2023-10-16
2023-06-30	$547,686	5,891	+13.0%	Shares	Sole	2023-07-27
2023-03-31	$457,997	5,214	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.