TSLX β€” TPG SPECIALTY LENDING INC

Ownership history in Wambolt & Associates, LLC  Β·  27 quarters on record

AI Ownership Summary

Wambolt & Associates, LLC reported TPG SPECIALTY LENDING INC (TSLX) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 1.22% in 2025 Q1. The latest visible filing shows TSLX at 1.17% 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 TSLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wambolt & Associates, LLC's position in TPG SPECIALTY LENDING INC, 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
2025 Q2

TSLX was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2025 Q1

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 2025 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.

How Wambolt & Associates, LLC held TSLX β€” position size vs. price
% of Fund (quarterly)    TSLX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 146,586 -13,929 -8.7% 1.17% $3.5M 2025-08-14 (Est.) $22.59
2025 Q1 REDUCED 160,515 -1,471 -0.9% 1.22% $3.6M 2025-05-12 $19.89
2024 Q4 REDUCED 161,986 -22,059 -12.0% 1.10% $3.5M 2025-02-12 $19.76
2024 Q3 ADDED 184,045 +8,317 +4.7% 1.02% $3.7M 2024-11-12 $17.71
2024 Q2 ADDED 175,728 +5,192 +3.0% 1.09% $3.8M 2024-08-08 $17.48
2024 Q1 ADDED 170,536 +18,598 +12.2% 1.08% $3.6M 2024-04-30 $17.95
2023 Q4 ADDED 151,938 +18,065 +13.5% 1.07% $3.3M 2024-02-07 $17.28
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TSLX

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.06% Hilltop National Bank 0.0%

FAQ About Wambolt & Associates, LLC and TSLX

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

How long has Wambolt & Associates, LLC reported owning TSLX?

Wambolt & Associates, LLC reported TSLX across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported TSLX position in Wambolt & Associates, LLC's portfolio?

The largest reported portfolio weight for TSLX was 1.22% in 2025 Q1.

What is the latest reported TSLX position on this page?

The most recent filing on this page is 2025 Q2, when Wambolt & Associates, LLC reported 146,586 shares, equal to 1.17% of portfolio, with an estimated market value of $3.5M.

What does the chart on this TSLX ownership page compare?

The chart compares Wambolt & Associates, LLC's quarterly TSLX 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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