Goldmansachsbdc shares owned by UMA Financial Services
Quarter-by-quarter ownership of Goldmansachsbdc (GSBD) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Goldmansachsbdc
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Quarterly reported holdings in Goldmansachsbdc by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $481k | 47k | 10.17 |
| 2025-06-30 | $2.5k | 219 | 11.25 |
| 2025-03-31 | $2.5k | 219 | 11.63 |
| 2024-12-31 | $212k | 18k | 12.10 |
| 2024-09-30 | $175k | 13k | 13.56 |
| 2024-06-30 | $193k | 13k | 15.40 |
| 2024-03-31 | $182k | 12k | 14.96 |
| 2023-12-31 | $178k | 12k | 15.06 |
| 2023-09-30 | $161k | 11k | 14.09 |
| 2023-06-30 | $154k | 11k | 13.88 |
| 2023-03-31 | $149k | 11k | 13.86 |
| 2022-12-31 | $159k | 10k | 15.29 |
| 2022-09-30 | $152k | 10k | 15.01 |
| 2022-03-31 | $192k | 10k | 19.18 |
| 2021-12-31 | $194k | 10k | 19.38 |
| 2021-09-30 | $236k | 13k | 18.95 |
| 2021-06-30 | $215k | 11k | 19.05 |
| 2021-03-31 | $223k | 11k | 19.76 |
| 2020-12-31 | $189k | 11k | 18.02 |
| 2020-09-30 | $164k | 11k | 15.64 |
| 2020-06-30 | $171k | 11k | 16.30 |
| 2020-03-31 | $143k | 11k | 13.59 |