COLTON GROOME FINANCIAL ADVISORS, LLC
Position in GBDC — GOLUB CAPITAL BDC, Inc.
CIK 1780330
ASHEVILLE, NC
Position in GBDC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$169,590
+$16,544 QoQ
Shares Held
13,167
+8.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#245
of 317 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $1,601,352 across 2 Asset Management names. GBDC ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,489 | $1,431,762 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
This page
|
13,167 | $169,590 |
All Filings in GBDC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,590 | 13,167 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $153,046 | 12,089 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $154,684 | 11,399 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $151,657 | 11,078 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $148,917 | 10,165 | Shares | Sole | 2025-07-16 | |
| 2024-09-30 | $559,870 | 37,053 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,058,744 | 67,393 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||