EFS
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Essex Financial Services’s Golub Capital BDC GBDC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$472K Buy
32,208
+7,456
+30% +$109K 0.03% 422
2025
Q1
$375K Buy
24,752
+1,252
+5% +$19K 0.03% 445
2024
Q4
$356K Hold
23,500
0.03% 448
2024
Q3
$362K Buy
+23,500
New +$362K 0.03% 448