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TRED AVON FAMILY WEALTH, LLC: GBDC position timeline

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

TRED AVON FAMILY WEALTH, LLC held 250,990 GBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,990 shares
    Change vs previous 13F +3,787 shares

    0.99% of the 13F portfolio, value $3,232,756.

    13F-HR 0002094435-26-000003 filed by TRED AVON FAMILY WEALTH, 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 247,203 shares
    Change vs previous 13F +3,749 shares

    1.04% of the 13F portfolio, value $3,129,586.

    13F-HR 0002094435-26-000002 filed by TRED AVON FAMILY WEALTH, 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 243,454 shares
    Change vs previous 13F +3,928 shares

    1.07% of the 13F portfolio, value $3,303,671.

    13F-HR 0002094435-26-000001 filed by TRED AVON FAMILY WEALTH, 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 239,526 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,279,118.

    13F-HR 0002094435-25-000001 filed by TRED AVON FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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