Pines Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 2037426 SOUTHERN PINES, NC

Position in BX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$299,705

+$51,557 QoQ

Shares Held

2,547

+18.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,597

of 2,111 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pines Wealth Management, LLC holds $1,205,821 across 4 Asset Management names. BX ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	21,274	$346,340
2	GUT	Gabelli Utility Trust	50,000	$329,500
3	BX	Blackstone Inc. This page	2,547	$299,705
4	KKR	KKR & Co. Inc.	2,509	$230,276

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,705	2,547	+18.0%	Shares	Sole	2026-07-22
2026-03-31	$248,148	2,158	-11.7%	Shares	Sole	2026-04-08
2025-12-31	$376,718	2,444	-5.3%	Shares	Sole	2026-02-02
2025-09-30	$441,134	2,582	+3.4%	Shares	Sole	2025-11-03
2025-06-30	$373,351	2,496	+12.7%	Shares	Sole	2025-07-09
2025-03-31	$309,612	2,215	+5.7%	Shares	Sole	2025-04-11
2024-12-31	$361,392	2,096	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.