WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

BX holding history

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

BX overview All 13F holders of BX Full Q2 2026 holdings

Shares (Q2 2026): 4,355
Value: $512.5K
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of BX by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,355	$512.5K	0.1%	−3,528−44.8%	Reduced	Holders
Q1 2026	7,883	$906.5K	0.2%	−8,187−50.9%	Reduced	Holders
Q4 2025	16,070	$2.48M	0.4%	−1,065−6.2%	Reduced	Holders
Q3 2025	17,135	$2.93M	0.4%	+684+4.2%	Added	Holders
Q2 2025	16,451	$2.46M	0.4%	−3,560−17.8%	Reduced	Holders
Q1 2025	20,011	$2.80M	0.4%	+2,357+13.4%	Added	Holders
Q4 2024	17,654	$3.04M	0.4%	−2,749−13.5%	Reduced	Holders
Q3 2024	20,403	$3.12M	0.4%	−7,989−28.1%	Reduced	Holders
Q2 2024	28,392	$3.51M	0.4%	+982+3.6%	Added	Holders
Q1 2024	27,410	$3.60M	0.4%	+5,059+22.6%	Added	Holders
Q4 2023	22,351	$2.93M	0.3%	+654+3.0%	Added	Holders
Q3 2023	21,697	$2.32M	0.3%	+7,241+50.1%	Added	Holders
Q2 2023	14,456	$1.34M	0.2%	−4,985−25.6%	Reduced	Holders
Q1 2023	19,441	$1.71M	0.2%	−9,611−33.1%	Reduced	Holders
Q4 2022	29,052	$2.81M	0.2%	–	No prior filing	Holders
Q2 2022	–	–	–	–	Not filed	Holders
Q1 2022	21,600	$2.19M	0.2%	+12,034+125.8%	Added	Holders
Q4 2021	9,566	$1.26M	0.1%	−252−2.6%	Reduced	Holders
Q3 2021	9,818	$1.37M	0.1%	+22+0.2%	Added	Holders
Q2 2021	9,796	$1.12M	0.1%	−3,691−27.4%	Reduced	Holders
Q1 2021	13,487	$1.19M	0.1%	–	–	Holders

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