KBDC — KAYNE ANDERSON BDC INC

Ownership history in Centric Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in KAYNE ANDERSON BDC INC (KBDC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.59% (2025 Q2)
Avg. % of fund
0.47%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 137,711 -5,658 -3.9% 0.41% $1.9M $14.32
2025 Q3 REDUCED 143,369 -18,300 -11.3% 0.46% $2.1M $12.96
2025 Q2 ADDED 161,669 +24,049 +17.5% 0.59% $2.5M $14.41
2025 Q1 ADDED 137,620 +66,350 +93.1% 0.59% $2.2M $14.83
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KBDC price (monthly, adj. close)

Other funds also holding KBDC

As of 2025 Q4 — sorted by position size

HF Capital, LLC 20.05% Requisite Capital Management, LLC 3Y 1.89% EQUITEC PROPRIETARY MARKETS, LLC 3Y 7Y 1.0% Sage Mountain Advisors LLC 3Y 0.61% Legacy Wealth Advisors, LLC 0.56% Activest Wealth Management 3Y 0.56% Callodine Capital Management, LP 3Y 7Y 0.46% Accelerate Investment Advisors LLC 0.42% Platt Wealth Management LLC 0.17% Birchview Capital, LP 3Y 7Y 0.17%
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