Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$857,931
+$296,780 QoQ
Shares Held
7,291
+49.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,108
of 2,112 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,615,343 across 2 Asset Management names. BX ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
7,291 | $857,931 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,651 | $757,412 |
All Filings in BX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,931 | 7,291 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $561,151 | 4,880 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $363,770 | 2,360 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $300,525 | 1,759 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $263,111 | 1,759 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $206,731 | 1,199 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $253,583 | 1,656 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $224,201 | 1,811 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||