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Kovack Advisors, Inc.

SEC CIK
0001728321
Latest filing
Jul 28, 2026

CGBD holding history

Carlyle Secured Lending, Inc. in every 13F filed by Kovack Advisors, Inc., 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2023
Holdings of CGBD by Kovack Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−24,875−100.0%Sold outHolders
Q4 202424,875$446.0K<0.1%−7,306−22.7%ReducedHolders
Q3 202432,181$546.1K0.1%−4,708−12.8%ReducedHolders
Q2 202436,889$654.4K0.1%−522−1.4%ReducedHolders
Q1 202437,411$609.1K0.1%−484−1.3%ReducedHolders
Q4 202337,895$566.9K0.1%+4,957+15.0%AddedHolders
Q3 202332,938$477.6K0.1%−2,131−6.1%ReducedHolders
Q2 202335,069$510.6K0.1%00.0%UnchangedHolders
Q1 202335,069$477.6K0.1%+35,069NewHolders