Tcg Bdc shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Tcg Bdc
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All positions including Tcg Bdc held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Tcg Bdc by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 2.1k | 12.50 |
| 2025-06-30 | $29k | 2.1k | 13.68 |
| 2025-03-31 | $34k | 2.1k | 16.18 |
| 2024-12-31 | $38k | 2.1k | 17.93 |
| 2024-09-30 | $36k | 2.1k | 16.97 |
| 2024-06-30 | $37k | 2.1k | 17.74 |
| 2024-03-31 | $29k | 1.8k | 16.28 |
| 2023-12-31 | $27k | 1.8k | 14.96 |
| 2023-09-30 | $22k | 1.5k | 14.50 |
| 2023-06-30 | $22k | 1.5k | 14.56 |
| 2023-03-31 | $20k | 1.5k | 13.62 |
| 2022-12-31 | $22k | 1.5k | 14.31 |
| 2022-09-30 | $17k | 1.5k | 11.33 |
| 2022-06-30 | $9.0k | 700 | 12.86 |