Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
CGBD holding history
Carlyle Secured Lending, Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CGBD overviewAll 13F holders of CGBDFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −2,100−100.0% | Sold out | Holders |
| Q1 2026 | 2,100 | $23.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 2,100 | $26.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 2,100 | $26.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2,100 | $28.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 2,100 | $34.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,100 | $37.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 2,100 | $35.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 2,100 | $37.3K | <0.1% | +300+16.7% | Added | Holders |
| Q1 2024 | 1,800 | $29.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,800 | $26.9K | <0.1% | +300+20.0% | Added | Holders |
| Q3 2023 | 1,500 | $21.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,500 | $21.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,500 | $20.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,500 | $21.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 1,500 | $17.2K | <0.1% | +800+114.3% | Added | Holders |
| Q2 2022 | 700 | $9.00K | <0.1% | +700 | New | Holders |