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Disclosery

1776 Wealth LLC: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on BX, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 39,188 BX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,188 shares
    Change vs previous 13F +2 shares

    1.62% of the 13F portfolio, value $4,609,024.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth 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 39,186 shares
    Change vs previous 13F +3,054 shares

    1.77% of the 13F portfolio, value $4,505,948.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth 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 36,132 shares
    Change vs previous 13F +2,492 shares

    2.1% of the 13F portfolio, value $5,569,328.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth 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 33,640 shares
    Change vs previous 13F +707 shares

    2.22% of the 13F portfolio, value $5,747,329.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth 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 32,933 shares
    Change vs previous 13F +5,980 shares

    2.03% of the 13F portfolio, value $4,926,107.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth 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 26,953 shares
    Change vs previous 13F +972 shares

    1.73% of the 13F portfolio, value $3,767,480.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth 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 25,981 shares
    Change vs previous 13F +2,484 shares

    2.06% of the 13F portfolio, value $4,479,644.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth 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 23,497 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,598,096.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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