Dougherty Wealth Advisers LLC
Position in BCSF — Bain Capital Specialty Finance, Inc.
CIK 1755933
WAYZATA, MN
Position in BCSF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$626
+$6 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 129 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCSF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Dougherty Wealth Advisers LLC holds $386,875 across 3 Asset Management names. BCSF ranks #3 (0.2% of the industry book) .
All Filings in BCSF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626 | 50 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $620 | 50 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $695 | 50 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $712 | 50 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $752 | 50 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $830 | 50 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $876 | 50 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $830 | 50 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $815 | 50 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $784 | 50 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $753 | 50 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $765 | 50 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $675 | 50 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $596 | 50 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $595 | 50 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||