Position in BX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,528,210
-$46,547 QoQ
Shares Held
80,974
-2.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#374
of 2,112 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $10,343,550 across 3 Asset Management names. BX ranks #1 (92.1% of the industry book) .
All Filings in BX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,528,210 | 80,974 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,574,757 | 83,266 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,368,930 | 93,220 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,891,612 | 93,015 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,538,577 | 97,196 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,534,897 | 96,830 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,502,835 | 95,713 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||