Significant Wealth Partners LLC
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 1964680
CARY, IL
Position in CGBD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,734,891
-$40,736 QoQ
Shares Held
164,757
+1.5% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#33
of 142 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Significant Wealth Partners LLC holds $20,986,048 across 20 Asset Management names. CGBD ranks #8 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTGC |
Hercules Capital, Inc.
|
126,219 | $1,990,473 | |
| 2 | THW |
abrdn World Healthcare Fund
|
147,758 | $1,979,957 | |
| 3 | ARES |
Ares Management Corp
|
17,573 | $1,956,050 | |
| 4 | FSK |
FS KKR Capital Corp
|
180,330 | $1,893,465 | |
| 5 | GSBD |
Goldman Sachs BDC, Inc.
|
197,283 | $1,870,242 | |
| 6 | RSF |
RiverNorth Capital & Income Fund, Inc.
|
123,933 | $1,811,900 | |
| 7 | GOF |
Guggenheim Strategic Opportunities Fund
|
160,924 | $1,757,290 | |
| 8 | CGBD |
Carlyle Secured Lending, Inc.
This page
|
164,757 | $1,734,891 |
All Filings in CGBD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,734,891 | 164,757 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,775,627 | 162,306 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||