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Legacy Wealth Advisors, LLC

SEC CIK
0002111463
Latest filing
Aug 14, 2026

KBDC holding history

Kayne Anderson BDC, Inc. in every 13F filed by Legacy Wealth Advisors, 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)
59,089
Value
$799.5K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of KBDC by Legacy Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,089$799.5K0.3%00.0%UnchangedHolders
Q1 202659,089$810.7K0.4%00.0%UnchangedHolders
Q4 202559,089$846.2K0.6%–No prior filingHolders