United Advisor Group, LLC

Position in CGBD — Carlyle Secured Lending, Inc.

CIK 2004873 CINCINNATI, OH

Position in CGBD

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$353,340

-$48,463 QoQ

Shares Held

32,298

+0.4% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#81

of 154 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

United Advisor Group, LLC holds $31,378,950 across 26 Asset Management names. CGBD ranks #15 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DPG	Duff & Phelps Utility & Infrastructure Fund Inc.	309,774	$4,473,136
2	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	358,857	$4,363,701
3	OCSL	Oaktree Specialty Lending Corp	285,643	$3,227,765
4	GBDC	GOLUB CAPITAL BDC, Inc.	242,315	$3,067,707
5	MFIC	MidCap Financial Investment Corp	270,052	$3,035,384
6	FSK	FS KKR Capital Corp	287,102	$2,922,698
7	ARCC	Ares Capital Corp	112,164	$2,021,195
8	GAIN	Gladstone Investment Corporationde	77,612	$1,102,090

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$353,340	32,298	+0.4%	Shares	Sole	2026-04-17
2025-12-31	$401,803	32,170	-6.4%	Shares	Sole	2026-01-26
2025-09-30	$429,575	34,366	+31.6%	Shares	Sole	2025-11-12
2025-06-30	$357,253	26,115	+9.2%	Shares	Sole	2025-08-11
2025-03-31	$387,009	23,919	0.0%	Shares	Sole	2025-04-21
2024-12-31	$428,867	23,919	+58.4%	Shares	Sole	2025-02-24
2024-09-30	$256,331	15,105	+13.6%	Shares	Sole	2024-10-30
2024-06-30	$235,977	13,302	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.