Position in GBDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$149,818
New position
Shares Held
11,834
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Investmark Advisory Group LLC holds $4,408,536 across 10 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
162,873 | $1,710,166 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
53,389 | $523,746 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
86,806 | $433,161 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
48,287 | $380,501 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
43,781 | $374,765 | |
| 6 | BX |
Blackstone Inc.
|
2,914 | $342,890 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
10,202 | $281,473 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
14,160 | $236,472 |
All Filings in GBDC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,818 | 11,834 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||