KBDC — KAYNE ANDERSON BDC INC

Ownership history in EVOKE WEALTH, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC 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
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 15,181 — 0% 0.00% $208K $12.96
2025 Q2 INITIATED 15,181 — — 0.01% $238K $14.41
% 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% Centric Wealth Management 3Y 7Y 0.41% Platt Wealth Management LLC 0.17%
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