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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

BBDC holding history

Barings BDC, Inc. in every 13F filed by ERTS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BBDC overviewAll 13F holders of BBDCFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2022
Holdings of BBDC by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−11,212−100.0%Sold outHolders
Q1 202511,212$107.0K<0.1%−24,514−68.6%ReducedHolders
Q4 202435,726$341.9K0.1%00.0%UnchangedHolders
Q3 202435,726$350.1K0.1%00.0%UnchangedHolders
Q2 202435,726$347.6K0.1%−1,326−3.6%ReducedHolders
Q1 202437,052$344.6K0.1%−2,586−6.5%ReducedHolders
Q4 202339,638$340.1K0.1%00.0%UnchangedHolders
Q3 202339,638$353.2K0.1%00.0%UnchangedHolders
Q2 202339,638$310.8K0.1%−10,804−21.4%ReducedHolders
Q1 202350,442$400.5K0.1%−1,270−2.5%ReducedHolders
Q4 202251,712$421.5K0.1%00.0%UnchangedHolders
Q3 202251,712$428.0K0.1%00.0%UnchangedHolders
Q2 202251,712$481.0K0.1%00.0%UnchangedHolders
Q1 202251,712$535.0K0.1%+51,712NewHolders