PENSION & WEALTH MANAGEMENT ADVISORS, INC.: BXSL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENSION & WEALTH MANAGEMENT ADVISORS, INC. on BXSL, newest first. How the timeline and the estimate are built.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 100,486 BXSL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 100,486 sharesChange vs previous 13F +34,850 shares
0.64% of the 13F portfolio, value $2,382,552.
13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 65,636 sharesChange vs previous 13F +59,169 shares
0.46% of the 13F portfolio, value $1,554,917.
13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,467 sharesChange vs previous 13F +6,000 shares
0.05% of the 13F portfolio, value $170,276.
13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 467 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $12,175.
13F-HR 0002145782-26-000013 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).