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CGBDCGBD
24 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in CARLYLE SECURED LENDING INC

LPL Financial LLC holds 132,350 shares of CGBD (CARLYLE SECURED LENDING INC), worth $1.4M as of 2026-Q2. The position was decreased (-13.8% shares). CGBD represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.4M

Current Shares

132,350

Total Value Change

+$1.2M

Total Shares Change

+118,413

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
132,350
-13.8%
$1.4M0.0%$10.53
0
2026-Q1
Increased
153,444
+39.6%
$1.7M0.0%$11.12
34
2025-Q4
Increased
109,901
+5.0%
$1.4M0.0%$12.31
27
2025-Q3
Increased
104,622
+15.7%
$1.3M0.0%$12.16
29
2025-Q2
Increased
90,409
+9.6%
$1.2M0.0%$12.69
28
2025-Q1
Increased
82,458
+33.2%
$1.3M0.0%$15.24
33
2024-Q4
Decreased
61,909
-1.0%
$1.1M0.0%$15.81
0
2024-Q3
Increased
62,525
+17.2%
$1.1M0.0%$14.76
29
2024-Q2
Decreased
53,336
-4.2%
$946,1890.0%$14.95
0
2024-Q1
Increased
55,677
+11.0%
$906,4200.0%$13.36
28
2023-Q4
Increased
50,178
+3.0%
$750,6600.0%$11.92
25
2023-Q3
Increased
48,693
+7.3%
$706,0550.0%$11.23
26
2023-Q2
Increased
45,398
+11.6%
$660,9940.0%$10.99
27
2023-Q1
Decreased
40,693
-10.3%
$554,2440.0%$9.77
0
2022-Q4
Increased
45,369
+12.0%
$649,2300.0%$10.10
27
2022-Q3
Increased
40,519
+54.2%
$464,0000.0%$7.91
34
2022-Q2
Increased
26,273
+19.8%
$334,0000.0%$8.35
28
2022-Q1
Increased
21,929
+15.8%
$316,0000.0%$9.24
27
2021-Q4
Increased
18,936
+10.6%
$260,0000.0%$8.46
26
2021-Q3
Increased
17,120
+20.0%
$230,0000.0%$8.22
27
2021-Q2
Increased
14,264
+40.5%
$188,0000.0%$7.84
30
2021-Q1
New
10,155
-
$134,0000.0%$7.65
31
2019-Q4
Exited
0
-100.0%
$00.0%$6.31
0
2019-Q3
New
13,937
-
$201,0000.0%$6.50
32

Other major holders of CGBD: Steward Partners Investment Advisory, LLC, Creative Planning

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