KWM
KBDC

Keebeck Wealth Management’s Kayne Anderson BDC KBDC Stock Holding History

Keebeck Wealth Management’s Portfolio KBDC Stock Details KBDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.3M Buy
402,400
+173,882
+76% +$2.72M 0.82% 28
2025
Q1 		$3.71M Buy
228,518
+134,130
+142% +$2.18M 0.55% 49
2024
Q4 		$1.6M Buy
+94,388
New +$1.6M 0.23% 102