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Disclosery

Ellis Investment Partners, LLC: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on BX, newest first. How the timeline and the estimate are built.

Ellis Investment Partners, LLC held 66,215 BX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,215 shares
    Change vs previous 13F +3,224 shares

    1.18% of the 13F portfolio, value $7,791,528.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,991 shares
    Change vs previous 13F +8,231 shares

    1.26% of the 13F portfolio, value $7,243,450.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,760 shares
    Change vs previous 13F +123 shares

    1.47% of the 13F portfolio, value $8,440,828.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,637 shares
    Change vs previous 13F -492 shares

    1.69% of the 13F portfolio, value $9,334,768.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,129 shares
    Change vs previous 13F +799 shares

    1.6% of the 13F portfolio, value $8,246,260.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 54,330 shares
    Change vs previous 13F -92 shares

    1.57% of the 13F portfolio, value $7,594,287.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,422 shares
    Change vs previous 13F -423 shares

    1.85% of the 13F portfolio, value $9,383,412.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,845 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $8,398,342.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).