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Tcg Bdc shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tcg Bdc by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 21k 10.88
2026-03-31 $240k 21k 11.34

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Top funds holding Tcg Bdc

Creative Planning
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