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Joseph P. Lucia & Associates, LLC: BXSL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph P. Lucia & Associates, LLC on BXSL, newest first. How the timeline and the estimate are built.

Joseph P. Lucia & Associates, LLC held 38,985 BXSL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,985 shares
    Change vs previous 13F -2,753 shares

    0.29% of the 13F portfolio, value $951,244.

    13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, 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 41,738 shares
    Change vs previous 13F -110 shares

    0.36% of the 13F portfolio, value $1,017,225.

    13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, 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 41,848 shares
    Change vs previous 13F -3,798 shares

    0.4% of the 13F portfolio, value $1,101,858.

    13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, 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 45,646 shares
    Change vs previous 13F +907 shares

    0.45% of the 13F portfolio, value $1,189,991.

    13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, 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 44,739 shares
    Change vs previous 13F +3,248 shares

    0.56% of the 13F portfolio, value $1,375,737.

    13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, 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 41,491 shares
    Change vs previous 13F +13,744 shares

    0.61% of the 13F portfolio, value $1,342,649.

    13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, 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 27,747 shares
    Change vs previous 13F +2,293 shares

    0.4% of the 13F portfolio, value $896,506.

    13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, 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 25,454 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $745,548.

    13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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