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Kesler, Norman & Wride, LLC: BDC position timeline

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

Kesler, Norman & Wride, LLC held 8,564 BDC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,564 shares
    Change vs previous 13F -74 shares

    0.16% of the 13F portfolio, value $1,026,960.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, 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 8,638 shares
    Change vs previous 13F +61 shares

    0.17% of the 13F portfolio, value $991,902.

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, 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 8,577 shares
    Change vs previous 13F +1,720 shares

    0.17% of the 13F portfolio, value $999,721.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, 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 6,857 shares
    Change vs previous 13F -1,265 shares

    0.15% of the 13F portfolio, value $772,901.

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, 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 8,122 shares
    Change vs previous 13F +228 shares

    0.17% of the 13F portfolio, value $941,155.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, 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 7,894 shares
    Change vs previous 13F +1,037 shares

    0.15% of the 13F portfolio, value $791,841.

    13F-HR 0001085146-25-002509 filed by Kesler, Norman & Wride, 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 6,857 shares
    Change vs previous 13F -3,453 shares

    0.17% of the 13F portfolio, value $772,901.

    13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, 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 10,310 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,208,213.

    13F-HR 0001085146-24-004695 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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