Position in GSBD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,402,355
+$773,453 QoQ
Shares Held
253,413
+38.1% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#30
of 206 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in GSBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $60,931,389 across 23 Asset Management names. GSBD ranks #12 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
712,665 | $13,205,682 | |
| 2 | MAIN |
Main Street Capital CORP
|
100,862 | $5,232,720 | |
| 3 | CSWC |
Capital Southwest Corp
|
167,732 | $3,986,989 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
160,290 | $3,800,475 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
344,956 | $3,749,671 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
267,898 | $3,450,526 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
217,666 | $3,432,592 | |
| 8 | TRIN |
Trinity Capital Inc.
|
161,870 | $2,895,854 |
All Filings in GSBD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,402,355 | 253,413 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,628,902 | 183,435 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,203,551 | 129,693 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,741,612 | 171,250 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,083,590 | 185,208 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,714,843 | 147,450 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,639,888 | 135,528 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,051,106 | 149,063 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,972,552 | 131,241 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,265,525 | 84,481 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||