Creative Planning

Position in GBDC — GOLUB CAPITAL BDC, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in GBDC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$309,145

-$28,750 QoQ

Shares Held

24,002

-10.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#198

of 317 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. GBDC ranks #110 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	436,815	$51,400,020
2	TROW	Price T Rowe Group Inc	420,488	$47,805,280
3	BN	BROOKFIELD Corp /ON/	885,994	$37,734,483
4	CGBD	Carlyle Secured Lending, Inc.	3,086,927	$32,505,340
5	BLK	BlackRock, Inc.	33,365	$32,082,448
6	BXSL	Blackstone Secured Lending Fund	1,288,752	$30,556,309
7			452,530	$23,508,932
8	STT	State Street Corp	137,249	$23,277,430

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,145	24,002	-10.1%	Shares	Sole	2026-08-13
2026-03-31	$337,895	26,690	+68.6%	Shares	Sole	2026-05-12
2025-12-31	$214,799	15,829	-6.5%	Shares	Sole	2026-02-17
2025-09-30	$231,647	16,921	+36.7%	Shares	Sole	2025-11-14
2025-06-30	$181,293	12,375	-84.1%	Shares	Sole	2025-08-08
2025-03-31	$1,179,981	77,938	+25.5%	Shares	Sole	2025-05-15
2024-12-31	$941,451	62,101	-65.9%	Shares	Sole	2025-02-14
2024-09-30	$2,751,455	182,095	+1156.5%	Shares	Sole	2024-10-11
2024-06-30	$227,669	14,492	-14.0%	Shares	Sole	2024-08-15
2024-03-31	$280,365	16,859	+8.3%	Shares	Sole	2024-05-13
2023-12-31	$235,031	15,565	+12.2%	Shares	Sole	2024-02-14
2023-09-30	$203,472	13,870	-0.1%	Shares	Sole	2023-11-16
2023-06-30	$187,366	13,879	+8.9%	Shares	Sole	2023-07-21
2023-03-31	$172,876	12,749	+14.8%	Shares	Sole	2023-05-15
2022-12-31	$146,154	11,106	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.