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Livermore
Livermore
ZHEN

Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

BX holding history

Blackstone Inc. in every 13F filed by Benchmark Financial Wealth 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)
11,730
Value
$1.38M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of BX by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,730$1.38M0.3%+135+1.2%AddedHolders
Q1 202611,595$1.33M0.4%+3,847+49.7%AddedHolders
Q4 20257,748$1.19M0.3%+69+0.9%AddedHolders
Q3 20257,679$1.31M0.4%+72+0.9%AddedHolders
Q2 20257,607$1.14M0.4%+46+0.6%AddedHolders
Q1 20257,561$1.06M0.4%+75+1.0%AddedHolders
Q4 20247,486$1.29M0.4%+38+0.5%AddedHolders
Q3 20247,448$1.14M0.4%+46+0.6%AddedHolders
Q2 20247,402$916.4K0.3%+51+0.7%AddedHolders
Q1 20247,351$965.7K0.4%+54+0.7%AddedHolders
Q4 20237,297$955.3K0.4%+60+0.8%AddedHolders
Q3 20237,237$775.4K0.4%+56+0.8%AddedHolders
Q2 20237,181$667.7K0.3%+2,734+61.5%AddedHolders
Q1 20234,447$390.6K0.2%+42+1.0%AddedHolders
Q4 20224,405$326.8K0.2%+44+1.0%AddedHolders
Q3 20224,361$365.0K0.2%+280+6.9%AddedHolders
Q2 20224,081$372.0K0.2%+150+3.8%AddedHolders
Q1 20223,931$499.0K0.2%+42+1.1%AddedHolders
Q4 20213,889$503.0K0.2%+29+0.8%AddedHolders
Q3 20213,860$449.0K0.2%+23+0.6%AddedHolders
Q2 20213,837$373.0K0.2%+36+0.9%AddedHolders
Q1 20213,801$283.0K0.2%––Holders

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