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Goldmansachsbdc shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Goldmansachsbdc (GSBD) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Goldmansachsbdc

Tip: Access up to 7 years of quarterly data

All positions including Goldmansachsbdc held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldmansachsbdc by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $473k 32k 14.98
2023-12-31 $485k 33k 14.65
2023-09-30 $479k 33k 14.56
2023-03-31 $445k 33k 13.65
2022-12-31 $698k 51k 13.72

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Vanguard Index Fds Small Cp Etf (VB)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Goldmansachsbdc

Goldman Sachs Group
Van Eck Associates Corp.
Raymond James Financial Services Advisors
Legal & General Group
Royal Bank of Canada
Raymond James & Associates
Advisors Capital Management
Creative Planning
Icapital Wealth
Bank of America Corporation
Shikiar Asset Management
Sumitomo Mitsui Trust Holdings
Arcus Capital Partners
Greenwich Investment Management
Rockefeller Capital Management

View all funds holding Goldmansachsbdc