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Ridgeline Wealth Planning, LLC: BXSL position timeline

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

Ridgeline Wealth Planning, LLC held 45,261 BXSL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,261 shares
    Change vs previous 13F -1,615 shares

    0.68% of the 13F portfolio, value $1,073,139.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 46,876 shares
    Change vs previous 13F +16,563 shares

    0.81% of the 13F portfolio, value $1,110,486.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 30,313 shares
    Change vs previous 13F +16,226 shares

    0.57% of the 13F portfolio, value $798,154.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, 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 14,087 shares
    Change vs previous 13F +2,233 shares

    0.28% of the 13F portfolio, value $367,248.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, 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 11,854 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $364,511.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, 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 11,854 shares
    Change vs previous 13F -63,035 shares

    0.38% of the 13F portfolio, value $383,595.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth Planning, 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 74,889 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,419,664.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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