Position in KBDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$151,833
New position
Shares Held
11,222
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#77
of 92 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Windsor Advisory Group, LLC holds $530,600 across 2 Asset Management names. KBDC ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
15,975 | $378,767 | |
| 2 | KBDC |
Kayne Anderson BDC, Inc.
This page
|
11,222 | $151,833 |
All Filings in KBDC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,833 | 11,222 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||