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Focused Wealth Management, Inc: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on BX, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 56,944 BX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,944 shares
    Change vs previous 13F +1,144 shares

    0.59% of the 13F portfolio, value $6,700,626.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 55,800 shares
    Change vs previous 13F +5,038 shares

    0.67% of the 13F portfolio, value $6,416,413.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 50,762 shares
    Change vs previous 13F +1,318 shares

    0.83% of the 13F portfolio, value $7,824,499.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 49,444 shares
    Change vs previous 13F -168 shares

    0.91% of the 13F portfolio, value $8,447,494.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 49,612 shares
    Change vs previous 13F +145 shares

    0.91% of the 13F portfolio, value $7,420,913.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 49,467 shares
    Change vs previous 13F +324 shares

    0.94% of the 13F portfolio, value $6,914,513.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 49,143 shares
    Change vs previous 13F +201 shares

    1.14% of the 13F portfolio, value $8,473,319.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 48,942 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $7,494,514.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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