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Golub Capital BDC shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Golub Capital BDC

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Golub Capital BDC by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $834k 53k 15.71
2023-12-31 $234k 16k 15.10
2023-09-30 $228k 16k 14.67
2018-12-31 $90k 5.5k 16.48

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Golub Capital BDC

OTR - Nominee Name for The State Teachers Retirement Board of Ohio
CI Private Wealth
Rockefeller Capital Management
Van Eck Associates Corp.
Lindbrook Capital
Sound Income Strategies
Ares Management
Allen Investment Management
OMERS Administration Corporation
Northeast Financial Consultants
Morgan Stanley
Jpmorgan Chase & Co
Sage Mountain Advisors
Two Sigma Investments
HPM Partners

View all funds holding Golub Capital BDC