Legacy Wealth Advisors, LLC
Position in KBDC — Kayne Anderson BDC, Inc.
CIK 2111463
NORTH MIAMI BEACH, FL
Position in KBDC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$810,701
-$35,453 QoQ
Shares Held
59,089
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Legacy Wealth Advisors, LLC holds $2,663,424 across 2 Asset Management names. KBDC ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
78,207 | $1,852,723 | |
| 2 | KBDC |
Kayne Anderson BDC, Inc.
This page
|
59,089 | $810,701 |
All Filings in KBDC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $810,701 | 59,089 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $846,154 | 59,089 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||