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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

GBDC holding history

Golub Capital BDC, Inc. in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GBDC overviewAll 13F holders of GBDCFull Q2 2026 holdings

Shares (Q2 2026)
25,809
Value
$332.4K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of GBDC by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,809$332.4K<0.1%−684−2.6%ReducedHolders
Q1 202626,493$335.4K<0.1%+8,300+45.6%AddedHolders
Q4 202518,193$246.9K<0.1%−7,166−28.3%ReducedHolders
Q3 202525,359$347.2K<0.1%−1,050−4.0%ReducedHolders
Q2 202526,409$386.9K<0.1%−1,048−3.8%ReducedHolders
Q1 202527,457$415.7K<0.1%−456−1.6%ReducedHolders
Q4 202427,913$423.2K<0.1%+27,913NewHolders