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Kayne Anderson BDC shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Kayne Anderson BDC

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kayne Anderson BDC by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 220k 13.32
2025-06-30 $3.0M 197k 15.26
2025-03-31 $2.8M 172k 16.22
2024-12-31 $1.6M 96k 16.54

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View all positions for HB Wealth Management

Top funds holding Kayne Anderson BDC

Koch
Merit Financial Group
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
Morgan Stanley
Renaissance Technologies

View all funds holding Kayne Anderson BDC