Skip to main content

Platt Wealth Management LLC

SEC CIK
0002109497
Latest filing
Jul 31, 2026

KBDC holding history

Kayne Anderson BDC, Inc. in every 13F filed by Platt Wealth Management LLC, 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)
20,079
Value
$271.0K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of KBDC by Platt Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,079$271.0K0.2%00.0%UnchangedHolders
Q1 202620,079$275.0K0.3%+7,840+64.1%AddedHolders
Q4 202512,239$175.0K0.2%–No prior filingHolders