Skip to content
Disclosery

BigSur Wealth Management LLC: BX position timeline

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

BigSur Wealth Management LLC held 45,905 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,905 shares
    Change vs previous 13F -5,100 shares

    1.3% of the 13F portfolio, value $5,401,641.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 51,005 shares
    Change vs previous 13F -582 shares

    1.65% of the 13F portfolio, value $5,865,065.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 51,587 shares
    Change vs previous 13F -4,900 shares

    1.93% of the 13F portfolio, value $7,951,620.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management 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 56,487 shares
    Change vs previous 13F -12,589 shares

    2.36% of the 13F portfolio, value $9,650,804.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management 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 69,076 shares
    Change vs previous 13F +680 shares

    2.61% of the 13F portfolio, value $10,332,388.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management 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 68,396 shares
    Change vs previous 13F +6,091 shares

    2.59% of the 13F portfolio, value $9,560,393.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management 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 62,305 shares
    Change vs previous 13F -2,590 shares

    3.07% of the 13F portfolio, value $10,742,628.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management 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 64,895 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $9,937,371.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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