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Pearl Diver Credit Company I shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Pearl Diver Credit Company I (PDCC) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Pearl Diver Credit Company I

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 291.6M1.605M1.61M1.615M1.62M79k79.5k80k80.5k81k
Value ($)Share countHistorical PDCC position of Kingswood Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Pearl Diver Credit Company I held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pearl Diver Credit Company I by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 79k 20.30
2024-09-30 $1.6M 81k 20.01

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Top funds holding Pearl Diver Credit Company I

University of Wisconsin Foundation
Leucadia National Corporation
Goldman Sachs Group
Prudential Financial
Kingswood Wealth Advisors
UBS Group

View all funds holding Pearl Diver Credit Company I