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Kayne Anderson BDC shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Kayne Anderson BDC (KBDC) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Kayne Anderson BDC

Tip: Access up to 7 years of quarterly data

All positions including Kayne Anderson BDC held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kayne Anderson BDC by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $150k 11k 14.32
2025-09-30 $199k 15k 13.32
2025-06-30 $227k 15k 15.26

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
T Rowe Price Etf Us Equity Resear (TSPA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for BKD Wealth Advisors

Top funds holding Kayne Anderson BDC

Koch
State Treasurer State Of Michigan
Pathstone Holdings
Van Eck Associates Corp.
Sage Mountain Advisors
Requisite Capital Management
Franklin Resources
UBS Group
BlackRock
CI Private Wealth
Callodine Capital Management
Rivernorth Capital Management
Squarepoint Ops
HB Wealth Management
Activest Wealth Management

View all funds holding Kayne Anderson BDC