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AVISO WEALTH MANAGEMENT: BXSL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on BXSL, newest first. How the timeline and the estimate are built.

AVISO WEALTH MANAGEMENT held 42,628 BXSL 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 42,628 shares
    Change vs previous 13F +300 shares

    0.34% of the 13F portfolio, value $1,010,710.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 42,328 shares
    Change vs previous 13F +346 shares

    0.45% of the 13F portfolio, value $1,002,750.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 41,982 shares
    Change vs previous 13F -744 shares

    0.46% of the 13F portfolio, value $1,105,386.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 42,726 shares
    Change vs previous 13F +3,218 shares

    0.49% of the 13F portfolio, value $1,113,867.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 39,508 shares
    Change vs previous 13F +16 shares

    0.57% of the 13F portfolio, value $1,214,871.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 39,492 shares
    Change vs previous 13F +423 shares

    0.68% of the 13F portfolio, value $1,277,961.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 39,069 shares
    Change vs previous 13F +3,063 shares

    0.64% of the 13F portfolio, value $1,262,319.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 36,006 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,054,616.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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