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Equibles

DIVERSIFY WEALTH MANAGEMENT, LLC

Position in BX — Blackstone Inc.

CIK 2030780 SANDY, UT
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$7,494,284
+$876,380 QoQ
Shares Held
63,689
+10.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Derivatives in BX

reported options exposure · as of Jun 30, 2026
CallValue
$133
CallShares
100
PutValue
$133
PutShares
100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $75,444,504 across 39 Asset Management names. BX ranks #2 (9.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 973,738 $34,625,620
2 BX
Blackstone Inc.
This page 		63,689 $7,494,284
3 OWL
Blue Owl Capital Inc.
 540,535 $4,729,681
4 STT
State Street Corp
 47,805 $3,543,636
5 BLK
BlackRock, Inc.
 5,422 $2,271,608
6 OTF
Blue Owl Technology Finance Corp.
 217,264 $2,248,682
7 FSK
FS KKR Capital Corp
 201,020 $2,110,710
8 BXSL
Blackstone Secured Lending Fund
 68,394 $1,621,621

All Filings in BX

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $133 100
2026-06-30 $7,494,284 63,689
2026-06-30 $133 100
2026-03-31 $6,617,904 57,552
2026-03-31 $120 100
2026-03-31 $120 100
2025-12-31 $4,267,520 27,686
2025-09-30 $4,658,566 27,267
2025-06-30 $4,917,741 32,877
2025-03-31 $4,025,244 28,797
2024-12-31 $3,852,724 22,345
2024-09-30 $2,013,659 13,150
2024-06-30 $1,458,859 11,784