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Cascade Wealth Advisors, Inc: BXSL position timeline

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

Cascade Wealth Advisors, Inc held 0 BXSL shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -146,940 shares

    13F-HR 0002018936-25-000004 filed by Cascade Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 146,940 shares
    Change vs previous 13F +10,335 shares

    3.21% of the 13F portfolio, value $4,747,631.

    13F-HR 0002018936-25-000001 filed by Cascade Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 136,605 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $4,001,160.

    13F-HR 0002018936-24-000004 filed by Cascade Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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