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NORTHCAPE WEALTH MANAGEMENT, LLC: BX position timeline

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

NORTHCAPE WEALTH MANAGEMENT, LLC held 0 BX shares at 2025-03-31 per its 13F-HR filed 2025-04-25.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -15,153 shares

    13F-HR 0001902806-25-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    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 15,153 shares
    Change vs previous 13F -1,221 shares

    0.85% of the 13F portfolio, value $2,612,766.

    13F-HR 0001902806-25-000001 filed by NORTHCAPE 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 ended2024-09-30
    13F 16,374 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,507,332.

    13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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