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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

BSM holding history

Black Stone Minerals, L.P. in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BSM overviewAll 13F holders of BSMFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of BSM by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,658−100.0%Sold outHolders
Q1 20251,658$25.3K<0.1%+1,658NewHolders
Q4 20230$00.0%−10,370−100.0%Sold outHolders
Q3 202310,370$178.7K<0.1%−1,035−9.1%ReducedHolders
Q2 202311,405$181.9K<0.1%−1,371−10.7%ReducedHolders
Q1 202312,776$200.5K<0.1%−441−3.3%ReducedHolders
Q4 202213,217$223.0K<0.1%+13,217NewHolders
Q4 20210$00.0%−34,135−100.0%Sold outHolders
Q3 202134,135$412.0K<0.1%+3,015+9.7%AddedHolders
Q2 202131,120$334.0K<0.1%+5,367+20.8%AddedHolders
Q1 202125,753$225.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.