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Golden State Wealth Management, LLC → BBDC

Golden State Wealth Management, LLC BBDC Position History

Barings BDC, Inc.

Quarters held
5
Latest value
$103K
Q3 2026
Peak value
$103K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$68K
Q4 2025$72K
Q1 2026$65K
Q2 2026$68K
Q3 2026$103K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$103K11.9K——
Q2 2026$68K8.0K——
Q1 2026$65K7.9K——
Q4 2025$72K7.8K——
Q3 2025$68K7.8K——

Other funds holding BBDC

Other Golden State Wealth Management, LLC positions

ETHA

ISHARES CORE

$82.2M
ETHA

ISHARES CORE

$79.1M
ETHA

ISHARES CORE

$67.5M
ETHA

ISHARES CORE

$65.3M
ETHA

ISHARES CORE

$64.7M
SPY

STATE STREET

$54.6M
SPY

SPDR S&P

$53.7M
SPY

SPDR S&P

$53.4M
Golden State Wealth Management, LLC BBDC Holdings: 13F Position History | Track13F