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Soltis Investment Advisors LLC → BBDC

Soltis Investment Advisors LLC BBDC Position History

Barings BDC, Inc.

Quarters held
6
Latest value
$106K
Q3 2026
Peak value
$131K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$123K
Q4 2025$98K
Q4 2025$98K
Q1 2026$123K
Q2 2026$131K
Q3 2026$106K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$106K12.3K——
Q2 2026$131K15.4K——
Q1 2026$123K14.9K——
Q4 2025$98K10.7K——
Q4 2025$98K10.7K——
Q3 2025$123K14.0K——

Other funds holding BBDC

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Soltis Investment Advisors LLC BBDC Holdings: 13F Position History | Track13F