Position in BBDC
as of Mar 31, 2026
· filed Jun 18, 2026
Position Value
$265,425
-$30,639 QoQ
Shares Held
32,251
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Western Wealth Management, LLC holds $33,870,679 across 140 Asset Management names. BBDC ranks #30 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,211 | $5,011,469 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
150,731 | $3,676,329 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
147,117 | $2,443,613 | |
| 4 | BX |
Blackstone Inc.
|
18,167 | $2,089,023 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,634 | $1,394,906 | |
| 6 | ARCC |
Ares Capital Corp
|
76,957 | $1,386,765 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
78,341 | $1,340,413 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,487 | $970,047 |
All Filings in BBDC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,425 | 32,251 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $296,064 | 32,251 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $282,956 | 32,301 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $154,511 | 16,905 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $161,273 | 16,905 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $165,130 | 17,255 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $169,099 | 17,255 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $166,159 | 17,077 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $157,049 | 16,887 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $144,890 | 16,887 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $150,828 | 16,928 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $132,715 | 16,928 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $132,701 | 16,713 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $136,210 | 16,713 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $321,703 | 38,900 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $362,159 | 38,900 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $266,130 | 25,738 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||