Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$424,906
+$9,678 QoQ
Shares Held
3,611
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,404
of 2,112 holders
Holding Since
Dec 2023
11 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, 2026Valued Retirements, Inc. holds $5,304,132 across 3 Asset Management names. BX ranks #3 (8.0% of the industry book) .
All Filings in BX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,906 | 3,611 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $415,228 | 3,611 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $556,599 | 3,611 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $616,939 | 3,611 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $540,133 | 3,611 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $504,745 | 3,611 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $622,608 | 3,611 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $552,952 | 3,611 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $447,041 | 3,611 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $474,377 | 3,611 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $472,752 | 3,611 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||