Wealth Preservation Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1968434 CHATTANOOGA, TN

Position in BX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,139

-$26,843 QoQ

Shares Held

-82.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealth Preservation Advisors, LLC holds $4,589,918 across 5 Asset Management names.

#	Ticker	Company	Shares	Value (USD)
1	OBDC	Blue Owl Capital Corp	172,626	$1,876,444
2	APO	Apollo Global Management, Inc.	12,435	$1,471,184
3	AB	Alliancebernstein Holding L.P.	15,061	$530,448
4	KKR	KKR & Co. Inc.	4,975	$456,605
5	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	13,693	$255,237

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,139	36	-82.1%	Shares	Sole	2026-05-15
2025-12-31	$30,982	201	+1.0%	Shares	Sole	2026-02-23
2025-09-30	$33,999	199	0.0%	Shares	Sole	2025-11-14
2025-06-30	$29,766	199	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$27,676	198	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.