SEC 13F Intelligence

Cascade Wealth Advisors, Inc / BXSL

Cascade Wealth Advisors, Inc’s Blackstone Secd Lending Fd Position

Does Cascade Wealth Advisors, Inc own Blackstone Secd Lending Fd (BXSL)? Not currently — the last reported position was 146.9K shares worth $5M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2024
Shares
146.9K
% of Portfolio
+3.21%
Quarters Held
4
position exited

Position History BXSL

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024146.9K$5M+3.21%
Q3 2024136.6K$4M+2.86%
Q2 2024130.6K$4M+2.93%
Q1 202471.7K$2M+1.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cascade Wealth Advisors, Inc’s full portfolio or all institutional holders of BXSL.