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Livermore
Livermore
ZHEN

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

GBDC holding history

Golub Capital BDC, Inc. in every 13F filed by Core Wealth Partners 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)
15,060
Value
$194.0K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of GBDC by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,060$194.0K0.1%00.0%UnchangedHolders
Q1 202615,060$190.7K0.1%00.0%UnchangedHolders
Q4 202515,060$204.4K0.1%00.0%UnchangedHolders
Q3 202515,060$206.2K0.1%00.0%UnchangedHolders
Q2 202515,060$220.6K0.1%00.0%UnchangedHolders
Q1 202515,060$228.0K0.1%00.0%UnchangedHolders
Q4 202415,060$228.3K0.1%00.0%UnchangedHolders
Q3 202415,060$227.6K0.1%00.0%UnchangedHolders
Q2 202415,060$236.6K0.2%00.0%UnchangedHolders
Q1 202415,060$250.4K0.2%00.0%UnchangedHolders
Q4 202315,060$227.4K0.2%00.0%UnchangedHolders
Q3 202315,060$220.9K0.2%00.0%UnchangedHolders
Q2 202315,060$203.3K0.2%00.0%UnchangedHolders
Q1 202315,060$204.2K0.2%00.0%UnchangedHolders
Q4 202215,060$198.2K0.2%–No prior filingHolders