Back to BGB
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → BGB
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC BGB Position History
Blackstone Strategic Credit 2027 Term Fund • Financial Services
Quarters held
5
Latest value
$310K
Q3 2026
Peak value
$312K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $232K |
| Q4 2025 | $225K |
| Q1 2026 | $307K |
| Q2 2026 | $312K |
| Q3 2026 | $310K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $310K | 27.6K | — | — |
| Q2 2026 | $312K | 27.6K | — | — |
| Q1 2026 | $307K | 27.6K | — | — |
| Q4 2025 | $225K | 19.1K | — | — |
| Q3 2025 | $232K | 19.1K | — | — |
Other funds holding BGB
$28.7M
$26.1M
$26.1M
$26M