Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$624,121
+$151,628 QoQ
Shares Held
5,304
+29.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,237
of 2,112 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $1,927,667 across 4 Asset Management names. BX ranks #2 (32.4% of the industry book) .
All Filings in BX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,121 | 5,304 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $472,493 | 4,109 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $615,172 | 3,991 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $548,599 | 3,211 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $431,239 | 2,883 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $375,449 | 2,686 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $468,982 | 2,720 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $226,925 | 1,833 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $210,980 | 1,606 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||