Beacon Bridge Wealth Partners, LLC
Position in NCDL — Nuveen Churchill Direct Lending Corp.
CIK 1965468
LOWER GWYNEDD, PA
Position in NCDL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$412,535
-$20,107 QoQ
Shares Held
32,432
0.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NCDL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Beacon Bridge Wealth Partners, LLC holds $817,663 across 2 Asset Management names. NCDL ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NCDL |
Nuveen Churchill Direct Lending Corp.
This page
|
32,432 | $412,535 | |
| 2 | OTF |
Blue Owl Technology Finance Corp.
|
32,698 | $405,128 |
All Filings in NCDL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,535 | 32,432 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $432,642 | 32,432 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $447,561 | 32,432 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $525,074 | 32,432 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $550,695 | 32,432 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,455,178 | 86,721 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $755,296 | 43,358 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $226,321 | 13,007 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||