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Disclosery

HB Wealth Management, LLC: GBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on GBDC, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 179,528 GBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,528 shares
    Change vs previous 13F +30,187 shares

    0.01% of the 13F portfolio, value $2,312,325.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 149,341 shares
    Change vs previous 13F +25,696 shares

    0.01% of the 13F portfolio, value $1,890,668.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 123,645 shares
    Change vs previous 13F -125,754 shares

    0.01% of the 13F portfolio, value $1,677,865.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    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 249,399 shares
    Change vs previous 13F +55,524 shares

    0.02% of the 13F portfolio, value $3,414,275.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 193,875 shares
    Change vs previous 13F -57,275 shares

    0.02% of the 13F portfolio, value $2,840,279.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    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 251,150 shares
    Change vs previous 13F -2,763 shares

    0.03% of the 13F portfolio, value $3,802,419.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 253,913 shares
    Change vs previous 13F +17,764 shares

    0.04% of the 13F portfolio, value $3,849,323.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 236,149 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,568,216.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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