LEAVELL INVESTMENT MANAGEMENT, INC. BSL — Blackstone Senior Float

Ownership history in LEAVELL INVESTMENT MANAGEMENT, INC.  ·  18 quarters on record

AI Ownership Summary

LEAVELL INVESTMENT MANAGEMENT, INC. reported Blackstone Senior Float (BSL) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.15% in 2025 Q4. The latest visible filing shows BSL at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEAVELL INVESTMENT MANAGEMENT, INC.'s position in Blackstone Senior Float, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BSL was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSL stock page LEAVELL INVESTMENT MANAGEMENT, INC. fund profile LEAVELL INVESTMENT MANAGEMENT, INC. full holdings
How LEAVELL INVESTMENT MANAGEMENT, INC. held BSL — position size vs. price
% of Fund (quarterly)    BSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 241,580 -19,150 -7.3% 0.11% $3.1M 2026-07-21 $13.01
2026 Q1 REDUCED — — — 260,730 -6,000 -2.2% 0.14% $3.4M 2026-05-12 $12.96
2025 Q4 ADDED — — — 266,730 +42,300 +18.8% 0.15% $3.6M 2026-02-09 $12.73
2025 Q3 ADDED — — — 224,430 +6,200 +2.8% 0.13% $3.2M 2025-10-28 $13.04
2025 Q2 ADDED — — — 218,230 +10,000 +4.8% 0.14% $3.1M 2025-07-31 $13.06
2025 Q1 ADDED — — — 208,230 +24,050 +13.1% 0.15% $2.9M 2025-04-30 $12.75
2024 Q4 ADDED — — — 184,180 +12,955 +7.6% 0.13% $2.6M 2025-01-29 $12.64
2024 Q3 ADDED — — — 171,225 +13,225 +8.4% 0.12% $2.4M 2024-11-01 $12.27
2024 Q2 ADDED — — — 158,000 +19,700 +14.2% 0.12% $2.2M 2024-07-17 $11.81
2024 Q1 ADDED — — — 138,300 +17,100 +14.1% 0.11% $2.0M 2024-04-24 $11.78
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSL

As of 2026 Q2 — sorted by position size

Tranquility Partners, LLC 3Y 0.28% Uptown Financial Advisors LLC 0.15% TrueMark Investments, LLC 0.13% Apollon Wealth Management, LLC 3Y 7Y 0.01% Avidian Wealth Enterprises, LLC 3Y 7Y 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% Chicago Partners Investment Group LLC 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% MILFAM LLC 0.0%

FAQ About LEAVELL INVESTMENT MANAGEMENT, INC. and BSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEAVELL INVESTMENT MANAGEMENT, INC. reported owning BSL?

LEAVELL INVESTMENT MANAGEMENT, INC. reported BSL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BSL position in LEAVELL INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for BSL was 0.15% in 2025 Q4.

What is the latest reported BSL position on this page?

The most recent filing on this page is 2026 Q2, when LEAVELL INVESTMENT MANAGEMENT, INC. reported 241,580 shares, equal to 0.11% of portfolio, with an estimated market value of $3.1M.

What does the chart on this BSL ownership page compare?

The chart compares LEAVELL INVESTMENT MANAGEMENT, INC.'s quarterly BSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LEAVELL INVESTMENT MANAGEMENT, INC. time their BSL position?

Based on 13F filing dates vs. subsequent BSL price moves, LEAVELL INVESTMENT MANAGEMENT, INC. correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on BSL relative to SPY over the holding period was -8.0%.

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