Meridian Wealth Management, LLC
Position in GSBD — Goldman Sachs BDC, Inc.
CIK 1697300
LEXINGTON, KY
Position in GSBD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$749,649
-$33,780 QoQ
Shares Held
79,077
-10.4% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#64
of 206 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in GSBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. GSBD ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
108,809 | $5,645,010 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
373,362 | $5,163,596 | |
| 3 | ARCC |
Ares Capital Corp
|
253,713 | $4,701,301 | |
| 4 | ARES |
Ares Management Corp
|
31,354 | $3,490,013 | |
| 5 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
127,068 | $1,890,771 | |
| 6 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
46,138 | $1,277,099 | |
| 7 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
79,209 | $1,230,907 | |
| 8 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
17,839 | $960,986 |
All Filings in GSBD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,649 | 79,077 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $783,429 | 88,224 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,204,748 | 129,822 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,340,224 | 328,439 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,493,676 | 310,549 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,643,574 | 313,291 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,369,341 | 278,458 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,462,910 | 251,665 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,826,547 | 254,594 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,851,183 | 194,620 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,385,796 | 232,541 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,932,138 | 211,554 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,734,777 | 200,350 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,300,734 | 167,692 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,204,908 | 221,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,605,212 | 214,596 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,192,402 | 213,789 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,777,719 | 197,167 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,387,611 | 184,611 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,031,218 | 154,654 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||