MINDSET WEALTH MANAGEMENT, LLC

Position in BX — Blackstone Inc.

CIK 2044232 INDIANAPOLIS, IN

Position in BX

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

Position Value

$353,010

-$14,958 QoQ

Shares Held

3,000

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,490

of 2,104 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $3,402,462 across 5 Asset Management names. BX ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USA	Liberty All Star Equity Fund	236,396	$1,373,460
2	MAIN	Main Street Capital CORP	14,125	$732,805
3	PTY	Pimco Corporate & Income Opportunity Fund	51,785	$622,973
4	BX	Blackstone Inc. This page	3,000	$353,010
5	AMP	Ameriprise Financial Inc	698	$320,214

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,010	3,000	-6.2%	Shares	Sole	2026-08-04
2026-03-31	$367,968	3,200	-0.5%	Shares	Sole	2026-04-22
2025-12-31	$495,560	3,215	-1.9%	Shares	Sole	2026-02-12
2025-09-30	$560,046	3,278	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.