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Amplius Wealth Advisors, LLC: BXSL position timeline

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

Amplius Wealth Advisors, LLC held 146,335 BXSL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,335 shares
    Change vs previous 13F -45,365 shares

    0.25% of the 13F portfolio, value $3,469,609.

    13F-HR 0001900584-26-000004 filed by Amplius Wealth Advisors, 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 191,700 shares
    Change vs previous 13F -209,417 shares

    0.38% of the 13F portfolio, value $4,541,363.

    13F-HR 0001900584-26-000003 filed by Amplius Wealth Advisors, 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 401,117 shares
    Change vs previous 13F -167,709 shares

    0.89% of the 13F portfolio, value $10,561,414.

    13F-HR 0001900584-26-000001 filed by Amplius Wealth Advisors, 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 568,826 shares
    Change vs previous 13F +40,414 shares

    1.28% of the 13F portfolio, value $14,829,291.

    13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, 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 528,412 shares
    Change vs previous 13F +16,610 shares

    1.51% of the 13F portfolio, value $16,248,663.

    13F-HR 0001900584-25-000005 filed by Amplius Wealth Advisors, 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 511,802 shares
    Change vs previous 13F +11,920 shares

    1.72% of the 13F portfolio, value $16,561,906.

    13F-HR 0001900584-25-000003 filed by Amplius Wealth Advisors, 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 499,882 shares
    Change vs previous 13F -8,533 shares

    1.66% of the 13F portfolio, value $16,151,195.

    13F-HR 0001900584-25-000002 filed by Amplius Wealth Advisors, 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 508,415 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $14,891,467.

    13F-HR 0001900584-24-000006 filed by Amplius Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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