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Institute for Wealth Management, LLC.: BXSL position timeline

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

Institute for Wealth Management, LLC. held 115,773 BXSL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,773 shares
    Change vs previous 13F +81,503 shares

    0.24% of the 13F portfolio, value $2,744,978.

    13F-HR 0001754960-26-000654 filed by Institute for 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 34,270 shares
    Change vs previous 13F -45,014 shares

    0.09% of the 13F portfolio, value $811,857.

    13F-HR 0001754960-26-000382 filed by Institute for 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 79,284 shares
    Change vs previous 13F +129 shares

    0.22% of the 13F portfolio, value $2,087,548.

    13F-HR 0002085853-26-000093 filed by Institute for 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 79,155 shares
    Change vs previous 13F +4,829 shares

    0.21% of the 13F portfolio, value $2,063,571.

    13F-HR 0002085853-25-000109 filed by Institute for 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 74,326 shares
    Change vs previous 13F -754 shares

    0.26% of the 13F portfolio, value $2,285,525.

    13F-HR 0001667731-25-000874 filed by Institute for 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 75,080 shares
    Change vs previous 13F +2,760 shares

    0.31% of the 13F portfolio, value $2,429,589.

    13F-HR 0001667731-25-000461 filed by Institute for 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 72,320 shares
    Change vs previous 13F +6,779 shares

    0.29% of the 13F portfolio, value $2,336,660.

    13F-HR 0001667731-25-000105 filed by Institute for 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 65,541 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,919,696.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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