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Focus Partners Wealth: GBDC position timeline

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

Focus Partners Wealth held 513,282 GBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 513,282 shares
    Change vs previous 13F +34,431 shares

    0.01% of the 13F portfolio, value $6,611,089.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 439,175 shares
    • Focus Partners Advisor Solutions, LLC: 74,107 shares

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

  2. period ended2026-03-31
    13F 478,851 shares
    Change vs previous 13F +16,294 shares

    0.01% of the 13F portfolio, value $6,062,223.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 409,035 shares
    • Focus Partners Advisor Solutions, LLC: 69,816 shares

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

  3. period ended2025-12-31
    13F 462,557 shares
    Change vs previous 13F +329,959 shares

    0.01% of the 13F portfolio, value $6,276,906.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 408,004 shares
    • Focus Partners Advisor Solutions, LLC: 54,553 shares

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

  4. period ended2025-09-30
    13F 132,598 shares
    Change vs previous 13F +83,704 shares

    <0.01% of the 13F portfolio, value $1,837,325.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,609 shares
    • Focus Partners Advisor Solutions, LLC: 97,989 shares

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

  5. period ended2025-06-30
    13F 48,894 shares
    Change vs previous 13F -3,770 shares

    <0.01% of the 13F portfolio, value $716,307.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,538 shares
    • Focus Partners Advisor Solutions, LLC: 35,356 shares

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

  6. period ended2025-03-31
    13F/A 52,664 shares
    Change vs previous 13F +25,967 shares

    <0.01% of the 13F portfolio, value $797,340.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,355 shares
    • Focus Partners Advisor Solutions, LLC: 19,309 shares

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

  7. period ended2024-12-31
    13F/A 26,697 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $404,730.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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