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Golub Capital BDC shares owned by Holistic Planning

Quarter-by-quarter ownership of Golub Capital BDC (GBDC) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Golub Capital BDC

Tip: Access up to 7 years of quarterly data

All positions including Golub Capital BDC held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Golub Capital BDC by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $152k 12k 12.88

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Top funds holding Golub Capital BDC

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

View all funds holding Golub Capital BDC