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Golub Capital BDC shares owned by Mattern Wealth Management

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

Historical chart of Mattern Wealth Management investment in Golub Capital BDC

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Golub Capital BDC by Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $212k 14k 15.16
2024-09-30 $196k 13k 15.11
2024-06-30 $204k 13k 15.71
2024-03-31 $216k 13k 16.63
2023-12-31 $151k 10k 15.10

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Core Muni Fxd In (AVMU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Cr Etf (DGCB)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Broadcom (AVGO)

View all positions for Mattern Wealth Management

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
Lindbrook Capital
Rockefeller Capital Management
Ares Management
Northeast Financial Consultants
Sage Mountain Advisors
Morgan Stanley
Jpmorgan Chase & Co
OMERS Administration Corporation
Bank of America Corporation
Millennium Management

View all funds holding Golub Capital BDC