Centric Wealth Management
- SEC CIK
- 0001752761
- Latest filing
- Aug 6, 2026
KBDC holding history
Kayne Anderson BDC, Inc. in every 13F filed by Centric Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KBDC overviewAll 13F holders of KBDCFull Q2 2026 holdings
- Shares (Q2 2026)
- 131,578
- Value
- $2.00M
- % of portfolio
- 0.3%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 131,578 | $2.00M | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2026 | 131,578 | $2.00M | 0.4% | −6,133−4.5% | Reduced | Holders |
| Q4 2025 | 137,711 | $1.93M | 0.4% | −5,658−3.9% | Reduced | Holders |
| Q3 2025 | 143,369 | $2.06M | 0.5% | −18,300−11.3% | Reduced | Holders |
| Q2 2025 | 161,669 | $2.47M | 0.6% | +24,049+17.5% | Added | Holders |
| Q1 2025 | 137,620 | $2.23M | 0.6% | +66,350+93.1% | Added | Holders |
| Q4 2024 | 71,270 | $1.18M | 0.3% | +71,270 | New | Holders |