MITCHELL & PAHL PRIVATE WEALTH, LLC: BX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL & PAHL PRIVATE WEALTH, LLC on BX, newest first. How the timeline and the estimate are built.
MITCHELL & PAHL PRIVATE WEALTH, LLC held 11,144 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,144 sharesChange vs previous 13F -219 shares
0.48% of the 13F portfolio, value $1,311,314.
13F-HR 0001836506-26-000003 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,363 sharesChange vs previous 13F -219 shares
0.53% of the 13F portfolio, value $1,306,626.
13F-HR 0001836506-26-000002 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,582 sharesChange vs previous 13F -25 shares
0.74% of the 13F portfolio, value $1,785,241.
13F-HR 0001836506-26-000001 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,607 sharesChange vs previous 13F -1,120 shares
0.83% of the 13F portfolio, value $1,983,048.
13F-HR 0001085146-25-005878 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,727 sharesChange vs previous 13F -215 shares
0.84% of the 13F portfolio, value $1,903,703.
13F-HR 0001085146-25-003746 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,942 sharesChange vs previous 13F -129 shares
0.84% of the 13F portfolio, value $1,809,032.
13F-HR 0001085146-25-001973 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,071 sharesChange vs previous 13F -810 shares
1.05% of the 13F portfolio, value $2,253,698.
13F-HR 0001085146-25-000295 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,881 sharesChange vs previous 13F not available
0.99% of the 13F portfolio, value $2,125,589.
13F-HR 0001085146-24-004946 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).