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Disclosery

Waterloo Capital, L.P.: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on BX, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 18,431 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,431 shares
    Change vs previous 13F -483 shares

    0.12% of the 13F portfolio, value $2,168,745.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 18,914 shares
    Change vs previous 13F -11,281 shares

    0.15% of the 13F portfolio, value $2,174,898.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 30,195 shares
    Change vs previous 13F -4,026 shares

    0.34% of the 13F portfolio, value $4,654,197.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 34,221 shares
    Change vs previous 13F +860 shares

    0.43% of the 13F portfolio, value $5,846,628.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 33,361 shares
    Change vs previous 13F +462 shares

    0.4% of the 13F portfolio, value $4,990,122.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 32,899 shares
    Change vs previous 13F +185 shares

    0.43% of the 13F portfolio, value $4,598,604.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 32,714 shares
    Change vs previous 13F -1,735 shares

    0.59% of the 13F portfolio, value $5,640,518.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 34,449 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,275,102.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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