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Whipplewood Advisors, LLC: BXSL position timeline

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

Whipplewood Advisors, LLC held 121,437 BXSL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,437 shares
    Change vs previous 13F +38,570 shares

    1.94% of the 13F portfolio, value $2,879,271.

    13F-HR 0002052510-26-000003 filed by Whipplewood Advisors, 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 82,867 shares
    Change vs previous 13F +12,181 shares

    1.02% of the 13F portfolio, value $1,963,119.

    13F-HR 0002052510-26-000002 filed by Whipplewood Advisors, 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 70,686 shares
    Change vs previous 13F +16,200 shares

    1.2% of the 13F portfolio, value $1,861,162.

    13F-HR 0002052510-26-000001 filed by Whipplewood Advisors, 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 54,486 shares
    Change vs previous 13F +29,116 shares

    0.93% of the 13F portfolio, value $1,420,450.

    13F-HR 0002052510-25-000006 filed by Whipplewood Advisors, 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 25,370 shares
    Change vs previous 13F +25,068 shares

    0.43% of the 13F portfolio, value $780,128.

    13F-HR 0002052510-25-000003 filed by Whipplewood Advisors, 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 302 shares
    Change vs previous 13F -5,708 shares

    0.14% of the 13F portfolio, value $193,804.

    13F-HR 0002052510-25-000002 filed by Whipplewood Advisors, 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 6,010 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $194,183.

    13F-HR 0002052510-25-000001 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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