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Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

BX holding history

Blackstone Inc. in every 13F filed by Perfromance Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
1,723
Value
$202.7K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of BX by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,723$202.7K<0.1%−2,149−55.5%ReducedHolders
Q1 20263,872$445.2K<0.1%−663−14.6%ReducedHolders
Q4 20254,535$699.0K<0.1%+1,673+58.5%AddedHolders
Q3 20252,862$488.9K<0.1%+2,862NewHolders
Q2 20250$00.0%−55,096−100.0%Sold outHolders
Q1 202555,096$7.70M0.3%+25,221+84.4%AddedHolders
Q4 202429,875$5.15M0.2%+21,057+238.8%AddedHolders
Q3 20248,818$1.35M<0.1%−513−5.5%ReducedHolders
Q2 20249,331$1.16M<0.1%−112,914−92.4%ReducedHolders
Q1 2024122,245$16.1M0.7%−10,001−7.6%ReducedHolders
Q4 2023132,246$17.3M0.8%−19,292−12.7%ReducedHolders
Q3 2023151,538$16.2M0.8%−8,915−5.6%ReducedHolders
Q2 2023160,453$14.9M0.7%−35,904−18.3%ReducedHolders
Q1 2023196,357$17.2M0.9%−37,020−15.9%ReducedHolders
Q4 2022233,377$17.3M1.0%−58,662−20.1%ReducedHolders
Q3 2022292,039$24.4M1.4%−7,766−2.6%ReducedHolders
Q2 2022299,805$27.4M1.5%−13,520−4.3%ReducedHolders
Q1 2022313,325$39.8M1.7%−9,858−3.1%ReducedHolders
Q4 2021323,183$41.8M1.7%–No prior filingHolders