Position in KBDC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$271,668
-$3,815 QoQ
Shares Held
20,079
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#63
of 92 holders
Holding Since
Dec 2025
3 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, 2026Platt Wealth Management LLC holds $1,851,515 across 2 Asset Management names. KBDC ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
74,662 | $1,579,847 | |
| 2 | KBDC |
Kayne Anderson BDC, Inc.
This page
|
20,079 | $271,668 |
All Filings in KBDC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,668 | 20,079 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $275,483 | 20,079 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $175,262 | 12,239 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||