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Kayne Anderson BDC shares owned by AG Asset Advisory

Quarter-by-quarter ownership of Kayne Anderson BDC (KBDC) shares owned by AG Asset Advisory from 13F filings

Historical chart of AG Asset Advisory investment in Kayne Anderson BDC

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All positions including Kayne Anderson BDC held by AG Asset Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kayne Anderson BDC by AG Asset Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 203k 13.32

More positions owned by AG Asset Advisory

Meta Platforms Cl A (META)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Kayne Anderson Bdc Com Shs (KBDC)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
PIMCO Corporate Income Fund (PCN)
Amazon (AMZN)
PIMCO Corporate Opportunity Fund (PTY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Kayne Anderson MLP Investment (KYN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for AG Asset Advisory

Top funds holding Kayne Anderson BDC

Koch
Pathstone Holdings
Sage Mountain Advisors
Requisite Capital Management
CI Private Wealth
BlackRock
Callodine Capital Management
Keebeck Wealth Management
Franklin Resources
Rivernorth Capital Management
HB Wealth Management
AG Asset Advisory
Renaissance Technologies
UBS Group
SlateStone Wealth

View all funds holding Kayne Anderson BDC