waypoint wealth counsel

Position in GBDC — GOLUB CAPITAL BDC, Inc.

CIK 1807909 ATLANTA, GA

Position in GBDC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$336,747

+$11,069 QoQ

Shares Held

26,145

+1.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#194

of 317 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

waypoint wealth counsel holds $1,418,709 across 4 Asset Management names. GBDC ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEF	Sprott Physical Gold & Silver Trust	15,000	$603,450
2	GBDC	GOLUB CAPITAL BDC, Inc. This page	26,145	$336,747
3			5,326	$276,685
4	NTRS	Northern Trust Corp	1,161	$201,827

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,747	26,145	+1.6%	Shares	Sole	2026-08-04
2026-03-31	$325,678	25,725	-9.6%	Shares	Sole	2026-04-23
2023-06-30	$384,183	28,458	0.0%	Shares	Sole	2024-04-02
2023-03-31	$385,890	28,458	-0.5%	Shares	Sole	2024-04-04
2022-12-31	$376,533	28,612	—	Shares	Sole	2024-03-22
No filing history on record for this holder in this stock.