Position in KBDC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,298,515
-$56,787 QoQ
Shares Held
94,644
0.0% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SlateStone Wealth, LLC holds $950,723 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Templeton Inc
|
28,576 | $950,723 |
All Filings in KBDC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,298,515 | 94,644 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,355,302 | 94,644 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,997,640 | 149,973 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,335,146 | 153,024 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,671,503 | 103,052 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $927,149 | 56,055 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||