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Sage Mountain Advisors LLC: KBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Mountain Advisors LLC on KBDC, newest first. How the timeline and the estimate are built.

Sage Mountain Advisors LLC held 353,274 KBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 353,274 shares
    Change vs previous 13F -64,788 shares

    0.29% of the 13F portfolio, value $4,779,797.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 418,062 shares
    Change vs previous 13F -380,054 shares

    0.4% of the 13F portfolio, value $5,735,811.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 798,116 shares
    Change vs previous 13F -260,371 shares

    0.61% of the 13F portfolio, value $11,429,021.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors 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 1,058,487 shares
    Change vs previous 13F +128,061 shares

    0.81% of the 13F portfolio, value $14,099,047.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors 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 930,426 shares
    Change vs previous 13F +389,317 shares

    0.92% of the 13F portfolio, value $14,198,301.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors 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 541,109 shares
    Change vs previous 13F +338,043 shares

    0.65% of the 13F portfolio, value $8,776,788.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors 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 203,066 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,358,712.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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