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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

GBDC holding history

Golub Capital BDC, Inc. in every 13F filed by Holistic Planning, 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)
11,809
Value
$152.1K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of GBDC by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,809$152.1K<0.1%+11,809NewHolders