Wealth Advisors of Tampa Bay, LLC: BX position timeline

Wealth Advisors of Tampa Bay, LLC held 38,303 BX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 38,303 shares

   Change vs previous 13F +3,681 shares

   1.38% of the 13F portfolio, value $4,507,080.

   13F-HR 0001715228-26-000002 filed by Wealth Advisors of Tampa Bay, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 34,622 shares

   Change vs previous 13F +5,899 shares

   1.32% of the 13F portfolio, value $3,981,192.

   13F-HR 0002073679-26-000052 filed by Wealth Advisors of Tampa Bay, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 28,723 shares

   Change vs previous 13F +1,608 shares

   1.53% of the 13F portfolio, value $4,427,371.

   13F-HR 0001715228-26-000001 filed by Wealth Advisors of Tampa Bay, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 27,115 shares

   Change vs previous 13F +8,265 shares

   1.54% of the 13F portfolio, value $4,632,612.

   13F-HR 0002073679-25-000043 filed by Wealth Advisors of Tampa Bay, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,850 shares

   Change vs previous 13F not available

   1.06% of the 13F portfolio, value $2,819,589.

   13F-HR 0001715228-25-000003 filed by Wealth Advisors of Tampa Bay, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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