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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
2023-12-31 $234k 16k 15.10
2023-09-30 $228k 16k 14.67
2018-12-31 $90k 5.5k 16.48

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Golub Capital BDC

OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Lindbrook Capital
Jpmorgan Chase & Co
Van Eck Associates Corp.
Sound Income Strategies
Sage Mountain Advisors
Ares Management
HPM Partners
Fort Washington Investment Advisors
Border to Coast Pensions Partnership
Legal & General Group
Arnhold
LSV Asset Management
Millennium Management
Bank of America Corporation

View all funds holding Golub Capital BDC