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WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

BX holding history

Blackstone Inc. in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q3 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of BX by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−3,717−100.0%Sold outHolders
Q4 20243,717$640.9K<0.1%+498+15.5%AddedHolders
Q3 20243,219$492.9K<0.1%+1,017+46.2%AddedHolders
Q2 20242,202$272.6K<0.1%+111+5.3%AddedHolders
Q1 20242,091$274.7K<0.1%−23−1.1%ReducedHolders
Q4 20232,114$276.8K<0.1%−9,006−81.0%ReducedHolders
Q3 202311,120$1.19M0.1%+138+1.3%AddedHolders
Q2 202310,982$1.02M0.1%−10−0.1%ReducedHolders
Q1 202310,992$965.5K0.1%+12+0.1%AddedHolders
Q4 202210,980$814.6K0.1%−717−6.1%ReducedHolders
Q3 202211,697$979.0K0.1%00.0%UnchangedHolders
Q2 202211,697$1.07M0.2%00.0%UnchangedHolders
Q1 202211,697$1.49M0.2%+100+0.9%AddedHolders
Q4 202111,597$1.50M0.3%00.0%UnchangedHolders
Q3 202111,597$1.35M0.2%−225−1.9%ReducedHolders
Q2 202111,822$1.15M0.2%00.0%UnchangedHolders
Q1 202111,822$881.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.