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Whipplewood Advisors, LLC → CGBD
Whipplewood Advisors, LLC CGBD Position History
Carlyle Secured Lending, Inc.
Quarters held
5
Latest value
$689K
Q3 2026
Peak value
$689K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $476K |
| Q4 2025 | $218K |
| Q1 2026 | $381K |
| Q2 2026 | $546K |
| Q3 2026 | $689K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $689K | 64.4K | — | — |
| Q2 2026 | $546K | 51.8K | — | — |
| Q1 2026 | $381K | 34.9K | — | — |
| Q4 2025 | $218K | 17.5K | — | — |
| Q3 2025 | $476K | 38.1K | — | — |