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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

GSBD holding history

Goldman Sachs BDC, Inc. in every 13F filed by AE 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2021
Holdings of GSBD by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−10,304−100.0%Sold outHolders
Q2 202410,304$154.9K<0.1%−5,471−34.7%ReducedHolders
Q1 202415,775$236.3K<0.1%−8,674−35.5%ReducedHolders
Q4 202324,449$375.1K<0.1%+2,008+8.9%AddedHolders
Q3 202322,441$326.7K<0.1%+2,111+10.4%AddedHolders
Q2 202320,330$281.8K<0.1%−4,172−17.0%ReducedHolders
Q1 202324,502$334.4K<0.1%−598−2.4%ReducedHolders
Q4 202225,100$344.4K<0.1%+4,296+20.6%AddedHolders
Q3 202220,804$301.0K<0.1%+2,526+13.8%AddedHolders
Q2 202218,278$307.0K<0.1%−292−1.6%ReducedHolders
Q1 202218,570$364.0K<0.1%+3,097+20.0%AddedHolders
Q4 202115,473$296.0K<0.1%+15,473NewHolders