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Golub Capital BDC shares owned by Family Wealth Partners

Quarter-by-quarter ownership of Golub Capital BDC (GBDC) shares owned by Family Wealth Partners from 13F filings

Historical chart of Family Wealth Partners investment in Golub Capital BDC

Tip: Access up to 7 years of quarterly data

All positions including Golub Capital BDC held by Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Golub Capital BDC by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $740k 55k 13.57
2025-09-30 $724k 53k 13.69
2025-06-30 $518k 35k 14.65
2025-03-31 $292k 19k 15.14

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Family Wealth Partners

Top funds holding Golub Capital BDC

OTR - Nominee Name for The State Teachers Retirement Board of Ohio
CI Private Wealth
Van Eck Associates Corp.
Allen Investment Management
Sound Income Strategies
Sage Mountain Advisors
Rockefeller Capital Management
UBS Group
Generali Asset Management SPA SGR
Ares Management
Jpmorgan Chase & Co
HighTower Advisors
OMERS Administration Corporation
BlackRock
Muzinich & Co

View all funds holding Golub Capital BDC