Circle Wealth Management, LLC
- SEC CIK
- 0001578242
- Latest filing
- Aug 12, 2026
GSBD holding history
Goldman Sachs BDC, Inc. in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GSBD overviewAll 13F holders of GSBDFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −28,902−100.0% | Sold out | Holders |
| Q4 2022 | 28,902 | $396.5K | 0.1% | −4,506−13.5% | Reduced | Holders |
| Q3 2022 | 33,408 | $483.0K | 0.1% | +6,142+22.5% | Added | Holders |
| Q2 2022 | 27,266 | $458.0K | 0.1% | +112+0.4% | Added | Holders |
| Q1 2022 | 27,154 | $532.0K | 0.1% | +271+1.0% | Added | Holders |
| Q4 2021 | 26,883 | $515.0K | 0.1% | +4,311+19.1% | Added | Holders |
| Q3 2021 | 22,572 | $414.0K | 0.1% | +22,572 | New | Holders |