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Kayne Anderson BDC shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Kayne Anderson BDC

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kayne Anderson BDC by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $161k 12k 13.32
2025-06-30 $185k 12k 15.26

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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