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Livermore
Livermore
ZHEN

Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

BX holding history

Blackstone Inc. in every 13F filed by Gradient Capital Advisors, 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 Q2 2026 holdings

Shares (Q2 2026)
4,390
Value
$516.6K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of BX by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,390$516.6K0.1%00.0%UnchangedHolders
Q1 20264,390$504.8K0.1%00.0%UnchangedHolders
Q4 20254,390$676.7K0.2%00.0%UnchangedHolders
Q3 20254,390$750.0K0.2%+7+0.2%AddedHolders
Q2 20254,383$655.6K0.2%00.0%UnchangedHolders
Q1 20254,383$612.7K0.2%00.0%UnchangedHolders
Q4 20244,383$755.7K0.2%−104−2.3%ReducedHolders
Q3 20244,487$687.1K0.2%00.0%UnchangedHolders
Q2 20244,487$555.5K0.2%00.0%UnchangedHolders
Q1 20244,487$589.5K0.2%00.0%UnchangedHolders
Q4 20234,487$587.4K0.2%00.0%UnchangedHolders
Q3 20234,487$480.7K0.2%00.0%UnchangedHolders
Q2 20234,487$417.2K0.2%00.0%UnchangedHolders
Q1 20234,487$394.1K0.2%00.0%UnchangedHolders
Q4 20224,487$332.9K0.2%00.0%UnchangedHolders
Q3 20224,487$376.0K0.2%+4,487NewHolders