Platt Wealth Management »

Kayne Anderson BDC shares owned by Platt Wealth Management

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

Historical chart of Platt Wealth Management investment in Kayne Anderson BDC

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Kayne Anderson BDC by Platt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $175k 12k 14.30

More positions owned by Platt Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Monster Beverage Corp (MNST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Us Equity Resear (TSPA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Platt Wealth Management

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