PSBD β€” PALMER SQUARE CAPITAL BDC IN

Ownership history in Advisor OS, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in PALMER SQUARE CAPITAL BDC IN (PSBD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.06% (2025 Q4)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    PSBD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 56,161 β€” β€” 0.06% $685K $12.19

🏒 Other funds also holding PSBD

As of 2025 Q4 β€” sorted by position size

Arlington Partners LLC 3Y 7Y 40.02% OV Management LLC 39.38% 1248 Management, LLC 19.95% Sunesis Advisors, LLC 3Y 7Y 1.65% Bienville Capital Management, LLC 3Y 7Y 1.12% Vivaldi Capital Management LP 3Y 7Y 0.36% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.33% Mid-American Wealth Advisory Group, Inc. 3Y 0.28% Opal Wealth Advisors, LLC 3Y 0.24% Hennion & Walsh Asset Management, Inc. 3Y 0.09%
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