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Tcg Bdc shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tcg Bdc by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7k 219 12.50

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Tcg Bdc

Creative Planning
Morgan Stanley
Van Eck Associates Corp.
Rsm Us Wealth Management
Rivernorth Capital Management
Invesco
Two Sigma Investments
UBS Group
Mariner Wealth Advisors
Muzinich & Co
BlackRock
Two Sigma Advisers
Legal & General Group
Sumitomo Mitsui Trust Holdings
LSV Asset Management

View all funds holding Tcg Bdc