Skip to content
Disclosery

Marietta Wealth Management, LLC: BX position timeline

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

Marietta Wealth Management, LLC held 73,912 BX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,912 shares
    Change vs previous 13F +4,358 shares

    0.9% of the 13F portfolio, value $8,697,179.

    13F-HR 0001697847-26-000006 filed by Marietta 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 69,554 shares
    Change vs previous 13F +7,741 shares

    0.95% of the 13F portfolio, value $7,998,018.

    13F-HR 0001697847-26-000003 filed by Marietta 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 61,813 shares
    Change vs previous 13F +3,146 shares

    1.1% of the 13F portfolio, value $9,527,906.

    13F-HR 0001697847-26-000002 filed by Marietta 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 58,667 shares
    Change vs previous 13F +1,593 shares

    1.23% of the 13F portfolio, value $10,023,252.

    13F-HR 0001697847-25-000007 filed by Marietta 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 57,074 shares
    Change vs previous 13F +2,079 shares

    1.11% of the 13F portfolio, value $8,537,093.

    13F-HR 0001697847-25-000005 filed by Marietta 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 54,995 shares
    Change vs previous 13F +2,812 shares

    1.13% of the 13F portfolio, value $7,687,135.

    13F-HR 0001697847-25-000003 filed by Marietta 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 52,183 shares
    Change vs previous 13F -1,962 shares

    1.29% of the 13F portfolio, value $8,997,441.

    13F-HR 0001697847-25-000002 filed by Marietta 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 54,145 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $8,291,239.

    13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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