Position in KBDC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,824
-$152 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 21 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Founders Capital Management holds $405,575 across 14 Asset Management names. KBDC ranks #13 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
|
5,900 | $71,508 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
5,500 | $64,570 | |
| 3 | VPV |
Invesco Pennsylvania Value Municipal Income Trust
|
5,000 | $56,600 | |
| 4 | PAI |
Western Asset Investment Grade Income Fund Inc.
|
3,140 | $38,057 | |
| 5 | BGR |
BlackRock Energy & Resources Trust
|
2,000 | $29,640 | |
| 6 | MMT |
Aberdeen Multi-Market Income Fund
|
6,270 | $27,588 | |
| 7 | HQH |
abrdn Healthcare Investors
|
1,000 | $21,980 | |
| 8 | ARCC |
Ares Capital Corp
|
1,110 | $20,568 |
All Filings in KBDC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,824 | 800 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,976 | 800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,456 | 800 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,656 | 800 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||