Onyx Bridge Wealth Group LLC
Position in AGD — abrdn Global Dynamic Dividend Fund
CIK 1819476
TARRYTOWN, NY
Position in AGD
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$112,849
-$8,531 QoQ
Shares Held
10,449
+0.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Onyx Bridge Wealth Group LLC holds $8,964,265 across 20 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
68,870 | $1,251,367 | |
| 2 | CG |
Carlyle Group Inc.
|
24,969 | $1,051,443 | |
| 3 | ARCC |
Ares Capital Corp
|
56,523 | $1,047,371 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
77,219 | $994,580 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
113,342 | $970,207 | |
| 6 | BX |
Blackstone Inc.
|
4,081 | $480,210 | |
| 7 | BLK |
BlackRock, Inc.
|
481 | $462,509 | |
| 8 | FSK |
FS KKR Capital Corp
|
39,065 | $410,182 |
All Filings in AGD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,849 | 10,449 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $121,380 | 10,410 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $138,408 | 10,391 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $114,440 | 10,366 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||