CGBD — CARLYLE SECURED LENDING INC COM

Ownership history in United Advisor Group, LLC  ·  8 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported CARLYLE SECURED LENDING INC COM (CGBD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows CGBD at 0.04% 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 United Advisor Group, 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 Q1

CGBD was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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
2024 Q2 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.

CGBD stock page United Advisor Group, LLC fund profile United Advisor Group, LLC full holdings
How United Advisor Group, 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 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 32,298 +128 +0.4% 0.04% $353K 2026-04-17 $11.82
2025 Q4 REDUCED 32,170 -2,196 -6.4% 0.05% $402K 2026-01-26 $12.10
2025 Q3 ADDED 34,366 +8,251 +31.6% 0.06% $430K 2025-11-12 $11.34
2025 Q2 ADDED 26,115 +2,196 +9.2% 0.06% $357K 2025-08-11 $12.51
2025 Q1 UNCHANGED 23,919 — 0% 0.08% $387K 2025-04-21 $12.40
2024 Q4 ADDED 23,919 +8,814 +58.4% 0.08% $429K 2025-02-24 $15.22
2024 Q3 ADDED 15,105 +1,803 +13.6% 0.06% $256K 2024-10-30 $14.32
2024 Q2 INITIATED 13,302 — — 0.07% $236K 2024-08-08 $13.22

🏢 Other funds also holding CGBD

As of 2026 Q1 — sorted by position size

Significant Wealth Partners LLC 2.19% SMH CAPITAL ADVISORS INC 3Y 7Y 0.74% DOLIVER ADVISORS, LP 3Y 7Y 0.32% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.22% Naviter Wealth, LLC 3Y 0.1% BI Asset Management Fondsmaeglerselskab A/S 3Y 0.03% U.S. Capital Wealth Advisors, LLC 3Y 0.02% Activest Wealth Management 3Y 0.02% Avior Wealth Management, LLC 3Y 7Y 0.01% Security National Bank 3Y 7Y 0.01%

FAQ About United Advisor Group, 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 United Advisor Group, LLC reported owning CGBD?

United Advisor Group, LLC reported CGBD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CGBD position in United Advisor Group, LLC's portfolio?

The largest reported portfolio weight for CGBD was 0.08% in 2024 Q4.

What is the latest reported CGBD position on this page?

The most recent filing on this page is 2026 Q1, when United Advisor Group, LLC reported 32,298 shares, equal to 0.04% of portfolio, with an estimated market value of $353K.

What does the chart on this CGBD ownership page compare?

The chart compares United Advisor Group, 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.

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