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Disclosery

BigSur Wealth Management LLC: BXSL position timeline

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

BigSur Wealth Management LLC held 90,148 BXSL 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 90,148 shares
    Change vs previous 13F -767 shares

    0.53% of the 13F portfolio, value $2,206,823.

    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 90,915 shares
    Change vs previous 13F -33,434 shares

    0.62% of the 13F portfolio, value $2,223,781.

    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 124,349 shares
    Change vs previous 13F +3,370 shares

    0.82% of the 13F portfolio, value $3,369,858.

    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 120,979 shares
    Change vs previous 13F -1,000 shares

    0.8% of the 13F portfolio, value $3,247,076.

    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 121,979 shares
    Change vs previous 13F -350 shares

    0.97% of the 13F portfolio, value $3,844,778.

    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 122,329 shares
    Change vs previous 13F +448 shares

    1.1% of the 13F portfolio, value $4,052,760.

    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 121,881 shares
    Change vs previous 13F -3,485 shares

    1.15% of the 13F portfolio, value $4,031,823.

    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 125,366 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $3,768,502.

    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).