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CAPTRUST FINANCIAL ADVISORS: GBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on GBDC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 474,325 GBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 474,325 shares
    Change vs previous 13F -2,367 shares

    0.01% of the 13F portfolio, value $6,109,303.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 476,692 shares
    Change vs previous 13F -185,176 shares

    0.01% of the 13F portfolio, value $6,034,917.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 661,868 shares
    Change vs previous 13F -139,271 shares

    0.02% of the 13F portfolio, value $8,981,550.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 801,139 shares
    Change vs previous 13F -19,504 shares

    0.02% of the 13F portfolio, value $10,967,592.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 820,643 shares
    Change vs previous 13F -81,700 shares

    0.03% of the 13F portfolio, value $12,022,416.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 902,343 shares
    Change vs previous 13F +347,034 shares

    0.03% of the 13F portfolio, value $13,661,468.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 555,309 shares
    Change vs previous 13F +55,570 shares

    0.02% of the 13F portfolio, value $8,418,490.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 499,739 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,551,062.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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