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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $1.5M 89k 16.50
2025-06-30 $1.4M 79k 17.98
2025-03-31 $1.5M 79k 18.93
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
Advisor Group Holdings
N.E.W. Advisory Services

View all funds holding Pearl Diver Credit Company I