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Tcg Bdc shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tcg Bdc by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 38k 12.50
2025-06-30 $476k 35k 13.68

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

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