Global Wealth Management Investment Advisory, Inc.
Position in GBDC — GOLUB CAPITAL BDC, Inc.
CIK 1767855
FORT LAUDERDALE, FL
Position in GBDC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,242,553
+$107,382 QoQ
Shares Held
98,148
+17.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Global Wealth Management Investment Advisory, Inc. holds $6,591,366 across 6 Asset Management names. GBDC ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFIC |
MidCap Financial Investment Corp
|
112,373 | $1,263,072 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
This page
|
98,148 | $1,242,553 | |
| 3 | ARCC |
Ares Capital Corp
|
62,577 | $1,127,637 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
101,498 | $1,122,567 | |
| 5 | BX |
Blackstone Inc.
|
8,282 | $952,347 | |
| 6 | KKR |
KKR & Co. Inc.
|
9,548 | $883,190 |
All Filings in GBDC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,242,553 | 98,148 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,135,171 | 83,653 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,083,262 | 79,128 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,086,854 | 74,188 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,057,801 | 69,868 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,099,842 | 72,549 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $996,051 | 65,920 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $685,207 | 43,616 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $689,662 | 41,471 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $617,937 | 40,923 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $600,091 | 40,906 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $513,229 | 38,017 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $482,044 | 35,549 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $438,083 | 33,289 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $383,619 | 30,962 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $355,298 | 27,415 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $357,115 | 23,479 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $308,676 | 19,992 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $257,038 | 16,258 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $194,292 | 12,600 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $107,866 | 7,378 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $91,598 | 6,478 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $81,426 | 6,150 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $71,531 | 6,140 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $44,753 | 3,638 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||