Compound Planning, Inc.

Position in BX — Blackstone Inc.

CIK 1978879 NEW YORK, NY

Position in BX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,645,573

-$16,215 QoQ

Shares Held

22,483

-2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#696

of 2,112 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $41,857,123 across 66 Asset Management names. BX ranks #1 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	22,483	$2,645,573
2	PSLV	Sprott Physical Silver Trust	120,388	$2,271,721
3	BLK	BlackRock, Inc.	2,307	$2,218,318
4	KKR	KKR & Co. Inc.	21,869	$2,007,136
5	PHYS	Sprott Physical Gold Trust	56,181	$1,694,980
6	BPRE	Bluerock Private Real Estate Fund	116,815	$1,519,763
7	STT	State Street Corp	8,620	$1,461,951
8	BN	BROOKFIELD Corp /ON/	28,181	$1,200,228

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,645,573	22,483	-2.9%	Shares	Sole	2026-08-04
2026-03-31	$2,661,788	23,148	+5.9%	Shares	Other	2026-05-14
2025-12-31	$3,369,499	21,860	+18.9%	Shares	Sole	2026-02-19
2025-09-30	$3,141,931	18,390	+8.5%	Shares	Sole	2025-11-10
2025-06-30	$2,535,680	16,952	-7.3%	Shares	Sole	2025-08-14
2025-03-31	$2,555,597	18,283	+8.2%	Shares	Sole	2025-05-14
2024-12-31	$2,914,070	16,901	+2.5%	Shares	Sole	2025-01-17
2024-09-30	$2,524,654	16,487	+9.3%	Shares	Sole	2024-10-08
2024-06-30	$1,867,275	15,083	+16.6%	Shares	Sole	2024-07-26
2024-03-31	$1,699,008	12,933	+9.9%	Shares	Sole	2024-05-07
2023-12-31	$1,540,011	11,763	+40.7%	Shares	Sole	2024-02-08
2023-09-30	$895,583	8,359	-5.6%	Shares	Sole	2023-11-09
2023-06-30	$823,342	8,856	+17.0%	Shares	Sole	2023-08-03
2023-03-31	$665,036	7,571	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.