Creative Planning »

Tcg Bdc shares owned by Creative Planning

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tcg Bdc by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $58M 4.6M 12.50
2025-06-30 $67M 4.9M 13.68
2025-03-31 $79M 4.9M 16.18
2024-12-31 $240k 13k 17.93
2021-03-31 $166k 13k 13.22