Position in BX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$204,567
-$84,291 QoQ
Shares Held
1,779
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Goldenstone Wealth Management LLC holds $511,549 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
532 | $511,549 |
All Filings in BX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,567 | 1,779 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $288,858 | 1,874 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||