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Advisor OS, LLC: GBDC position timeline

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

Advisor OS, LLC held 131,847 GBDC 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 131,847 shares
    Change vs previous 13F -82,106 shares

    0.11% of the 13F portfolio, value $1,698,193.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 213,953 shares
    Change vs previous 13F +5,092 shares

    0.2% of the 13F portfolio, value $2,708,648.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 208,861 shares
    Change vs previous 13F +5,662 shares

    0.23% of the 13F portfolio, value $2,834,243.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 203,199 shares
    Change vs previous 13F +5,208 shares

    0.24% of the 13F portfolio, value $2,781,791.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 197,991 shares
    Change vs previous 13F +4,771 shares

    0.29% of the 13F portfolio, value $2,900,561.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 193,220 shares
    Change vs previous 13F +4,417 shares

    0.33% of the 13F portfolio, value $2,925,348.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 188,803 shares
    Change vs previous 13F -86,087 shares

    0.33% of the 13F portfolio, value $2,862,246.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 274,890 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,153,584.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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