SRS Capital Advisors, Inc.
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $436,350 | 34,936 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $8,950 | 716 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $9,794 | 716 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $11,584 | 716 | Shares | Sole | 2025-05-15 |