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Equibles

HB Wealth Management, LLC

Position in SLRC — SLR Investment Corp.

CIK 1911253 Atlanta, GA
Back to SLRC Full portfolio

Position in SLRC

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$156,035
-$24,471 QoQ
Shares Held
12,614
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 125 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SLRC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $162,318,024 across 50 Asset Management names. SLRC ranks #43 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TROW
Price T Rowe Group Inc
 870,719 $98,992,043
2 BLK
BlackRock, Inc.
 8,826 $8,486,728
3 KKR
KKR & Co. Inc.
 78,983 $7,249,059
4 BN
BROOKFIELD Corp /ON/
 156,576 $6,668,571
5 BX
Blackstone Inc.
 50,885 $5,987,637
6 KBDC
Kayne Anderson BDC, Inc.
 280,189 $3,790,957
7 OBDC
Blue Owl Capital Corp
 335,367 $3,645,439
8 AMP
Ameriprise Financial Inc
 6,464 $2,965,424

All Filings in SLRC

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $156,035 12,614
2026-03-31 $180,506 12,614
2025-12-31 $195,012 12,614
2025-09-30 $192,868 12,614
2025-06-30 $203,589 12,614
2025-03-31 $212,672 12,614
2024-12-31 $242,561 15,010
2023-12-31 $150,735 10,029
2023-09-30 $251,210 16,323
2023-06-30 $224,552 15,736
2023-03-31 $276,014 18,352
2022-12-31 $252,160 18,128
2022-09-30 $221,883 18,010
2022-06-30 $261,057 17,844
2022-03-31 $1,895,854 104,570
2021-12-31 $2,067,919 112,204