BBDC — BARINGS BDC INC COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  17 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported BARINGS BDC INC COM (BBDC) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows BBDC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in BARINGS BDC INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBDC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBDC stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held BBDC — position size vs. price
% of Fund (quarterly)    BBDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,900 -1,316 -11.7% 0.00% $81K 2026-04-13 $8.50
2025 Q4 REDUCED 11,216 -2,023 -15.3% 0.01% $103K 2026-02-06 $8.65
2025 Q3 ADDED 13,239 +449 +3.5% 0.01% $116K 2025-11-14 (Est.) $8.42
2025 Q2 REDUCED 12,790 -2,114 -14.2% 0.01% $117K 2025-08-04 $8.36
2025 Q1 ADDED 14,904 +39 +0.3% 0.01% $142K 2025-04-23 $7.70
2024 Q4 ADDED 14,865 +10,918 +276.6% 0.01% $142K 2025-02-10 $8.64
2024 Q3 ADDED 3,947 +30 +0.8% 0.00% $39K 2024-10-28 $8.25
2024 Q2 ADDED 3,917 +1,051 +36.7% 0.00% $38K 2024-08-06 $7.64
2024 Q1 ADDED 2,866 +30 +1.1% 0.00% $27K 2024-05-01 $7.51
2023 Q4 ADDED 2,836 +31 +1.1% 0.00% $24K 2024-01-10 $6.86
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBDC

As of 2026 Q1 — sorted by position size

Sunbeam Capital Management, LLC 0.13% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.04% Register Financial Advisors LLC 3Y 0.04% Farmers & Merchants Trust Co of Long Beach 3Y 7Y 0.03% Wealth Management Partners, LLC 3Y 0.02% Nova Wealth Management, Inc. 0.02% BI Asset Management Fondsmaeglerselskab A/S 3Y 0.02% BOS Asset Management, LLC 3Y 0.02% Central Pacific Bank - Trust Division 0.02% SeaCrest Wealth Management, LLC 3Y 7Y 0.01%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and BBDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning BBDC?

CREATIVE FINANCIAL DESIGNS INC /ADV reported BBDC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BBDC position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for BBDC was 0.01% in 2024 Q4.

What is the latest reported BBDC position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 9,900 shares, equal to 0.00% of portfolio, with an estimated market value of $81K.

What does the chart on this BBDC ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly BBDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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