Farther Finance Advisors, LLC CGBD — CARLYLE SECURED LENDING INC COM

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported CARLYLE SECURED LENDING INC COM (CGBD) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows CGBD 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.

What this CGBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in CARLYLE SECURED LENDING 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

CGBD stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held CGBD — position size vs. price
% of Fund (quarterly)    CGBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 35,978 +800 +2.3% 0.00% $379K 2026-07-17 $10.45
2026 Q1 ADDED — — — 35,178 +13,978 +65.9% 0.00% $382K 2026-04-07 $10.62
2025 Q4 ADDED — — — 21,200 +2,100 +11.0% 0.00% $265K 2026-01-23 $11.95
2025 Q3 ADDED — — — 19,100 +18,050 +1719.0% 0.00% $239K 2025-10-14 $11.17
2025 Q2 INITIATED — — — 1,050 — — 0.00% $14K 2025-07-11 $12.42

🏢 Other funds also holding CGBD

As of 2026 Q2 — sorted by position size

Significant Wealth Partners LLC 1.88% DOLIVER ADVISORS, LP 3Y 7Y 0.29% Hennion & Walsh Asset Management, Inc. 3Y 0.05% Security National Bank 3Y 7Y 0.01% INDEPENDENT FINANCIAL GROUP, LLC 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.0%

FAQ About Farther Finance Advisors, LLC and CGBD

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

How long has Farther Finance Advisors, LLC reported owning CGBD?

Farther Finance Advisors, LLC reported CGBD across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported CGBD position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for CGBD was 0.00% in 2026 Q1.

What is the latest reported CGBD position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 35,978 shares, equal to 0.00% of portfolio, with an estimated market value of $379K.

What does the chart on this CGBD ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly CGBD 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.

How well did Farther Finance Advisors, LLC time their CGBD position?

Based on 13F filing dates vs. subsequent CGBD price moves, Farther Finance Advisors, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on CGBD relative to SPY over the holding period was -29.8%.

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