Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,394,860
+$111,342 QoQ
Shares Held
11,854
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#927
of 2,120 holders
Holding Since
Mar 2023
14 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, 2026LMG Wealth Partners, LLC holds $7,780,774 across 3 Asset Management names. BX ranks #2 (17.9% of the industry book) .
All Filings in BX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,860 | 11,854 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,283,518 | 11,162 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,574,694 | 10,216 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,776,840 | 10,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,541,421 | 10,305 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,320,641 | 9,448 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,635,920 | 9,488 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,437,890 | 9,390 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,103,181 | 8,911 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,104,164 | 8,405 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,063,725 | 8,125 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $760,158 | 7,095 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $547,686 | 5,891 | 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. | ||||||