ATX Financial Planning, LLC

Position in BX — Blackstone Inc.

CIK 2111013 AUSTIN, TX

Position in BX

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$868,757

+$18,981 QoQ

Shares Held

7,383

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.59%

of 13F equity value

Holder Rank

#1,098

of 2,112 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

ATX Financial Planning, LLC holds $2,387,599 across 3 Asset Management names. BX ranks #2 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	7,859	$929,798
2	BX	Blackstone Inc. This page	7,383	$868,757
3	KKR	KKR & Co. Inc.	6,418	$589,044

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,757	7,383	-0.1%	Shares	Sole	2026-08-20
2026-03-31	$849,776	7,390	+0.8%	Shares	Sole	2026-04-30
2025-12-31	$1,130,462	7,334	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.