Bright Futures Wealth Management, LLC.
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 1803980
WEBSTER, NY 14580, NY
Position in CGBD
as of Dec 31, 2025
· filed Feb 5, 2026
Position Value
$1,392,909
+$186,984 QoQ
Shares Held
111,522
+15.6% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CGBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Bright Futures Wealth Management, LLC. holds $88,341 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PML |
Pimco Municipal Income Fund II
|
11,670 | $88,341 |
All Filings in CGBD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,392,909 | 111,522 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,205,925 | 96,474 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $923,295 | 57,064 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,099,252 | 61,308 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,053,260 | 62,066 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $994,841 | 56,079 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $872,705 | 53,606 | Shares | Sole | 2024-06-28 | |
| No filing history on record for this holder in this stock. | ||||||