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Disclosery

AdvisorShares Investments LLC: BDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdvisorShares Investments LLC on BDC, newest first. How the timeline and the estimate are built.

AdvisorShares Investments LLC held 6,358 BDC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,358 shares
    Change vs previous 13F +4,034 shares

    0.09% of the 13F portfolio, value $762,388.

    13F-HR 0001829126-26-008605 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,324 shares
    Change vs previous 13F +2,324 shares

    0.05% of the 13F portfolio, value $266,865.

    13F-HR 0001829126-26-004035 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,221 shares

    13F-HR 0001829126-25-008866 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 4,221 shares
    Change vs previous 13F +221 shares

    0.09% of the 13F portfolio, value $488,792.

    13F-HR 0001829126-25-005743 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $404,320.

    13F-HR 0001829126-25-003609 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 4,000 shares
    Change vs previous 13F +4,000 shares

    0.09% of the 13F portfolio, value $450,440.

    13F-HR 0001829126-25-001002 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001829126-24-007503 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.