Beacon Bridge Wealth Partners, LLC
Position in NCDL — Nuveen Churchill Direct Lending Corp.
CIK 1965468
LOWER GWYNEDD, PA
Position in NCDL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$411,263
-$1,272 QoQ
Shares Held
33,113
+2.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#45
of 68 holders
Holding Since
Jun 2024
9 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 Jun 30, 2026Beacon Bridge Wealth Partners, LLC holds $961,551 across 2 Asset Management names. NCDL ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTF |
Blue Owl Technology Finance Corp.
|
53,168 | $550,288 | |
| 2 | NCDL |
Nuveen Churchill Direct Lending Corp.
This page
|
33,113 | $411,263 |
All Filings in NCDL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,263 | 33,113 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||