Strategic Wealth Partners, Ltd.
Position in GSBD — Goldman Sachs BDC, Inc.
CIK 1720777
INDEPENDENCE, OH
Position in GSBD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$49,533
+$3,135 QoQ
Shares Held
5,225
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#163
of 206 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GSBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $51,179,592 across 67 Asset Management names. GSBD ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
133,032 | $15,653,875 | |
| 2 | BLK |
BlackRock, Inc.
|
11,908 | $11,450,256 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
442,931 | $3,875,646 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
80,113 | $3,412,012 | |
| 5 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
329,048 | $3,191,765 | |
| 6 | PTY |
Pimco Corporate & Income Opportunity Fund
|
185,861 | $2,235,907 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
203,227 | $2,209,077 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
188,529 | $2,085,130 |
All Filings in GSBD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,533 | 5,225 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $46,398 | 5,225 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $64,004 | 6,897 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $70,142 | 6,897 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $77,591 | 6,897 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $205,518 | 16,985 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,713 | 16,985 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $240,254 | 15,985 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $273,999 | 18,291 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $267,963 | 18,291 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $315,617 | 21,677 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $205,987 | 14,862 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $142,628 | 10,449 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $143,360 | 10,449 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $284,303 | 19,675 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $349,372 | 20,796 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $536,706 | 27,369 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $457,981 | 23,903 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $227,547 | 11,901 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||