Question 1

How many shares of CGBD does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 101,236 shares of CGBD (CARLYLE SECURED LENDING INC).

Question 2

What is Steward Partners Investment Advisory, LLC's CGBD position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's CGBD position is worth $1.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling CGBD?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their CGBD position (+111.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy CGBD?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in CGBD in 2019-Q2. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	101,236	+111.0%	$1.1M	0.0%	$10.53	41
2026-Q1	Decreased	47,990	-27.4%	$525,011	0.0%	$11.12	0
2025-Q4	Increased	66,098	+228.6%	$825,564	0.0%	$12.31	40
2025-Q3	Decreased	20,115	-37.6%	$251,438	0.0%	$12.16	0
2025-Q2	Increased	32,249	+72.0%	$441,161	0.0%	$12.69	36
2025-Q1	Increased	18,751	+3.8%	$303,389	0.0%	$15.24	24
2024-Q4	Increased	18,064	+2.6%	$323,880	0.0%	$15.81	24
2024-Q3	Increased	17,598	+33.9%	$298,636	0.0%	$14.76	30
2024-Q2	Increased	13,147	+6.6%	$233,228	0.0%	$14.95	25
2024-Q1	Increased	12,335	+39.4%	$200,815	0.0%	$13.36	30
2023-Q4	Increased	8,849	+106.1%	$132,382	0.0%	$11.92	36
2023-Q3	Increased	4,294	+2.9%	$62,261	0.0%	$11.23	22
2023-Q2	Increased	4,173	+3.2%	$60,763	0.0%	$10.99	22
2023-Q1	Decreased	4,042	-6.2%	$55,058	0.0%	$9.77	0
2022-Q4	Increased	4,311	+3.4%	$61,691	0.0%	$10.10	22
2022-Q3	Increased	4,171	+0.3%	$48,000	0.0%	$7.91	20
2022-Q2	Increased	4,160	+0.2%	$53,000	0.0%	$8.35	21
2022-Q1	Increased	4,150	+9.2%	$60,000	0.0%	$9.24	23
2021-Q4	Decreased	3,800	-6.4%	$52,000	0.0%	$8.46	0
2021-Q3	Unchanged	4,058	0.0%	$54,000	0.0%	$8.22	0
2021-Q2	Decreased	4,058	-80.8%	$54,000	0.0%	$7.84	0
2021-Q1	Increased	21,116	+420.4%	$139.5M	0.0%	$7.65	49
2020-Q4	Increased	4,058	+14.1%	$42,000	0.0%	$5.80	23
2020-Q3	New	3,558	-	$32,000	0.0%	$4.93	27
2020-Q1	Exited	0	-100.0%	$0	0.0%	$2.67	0
2019-Q4	Unchanged	500	0.0%	$6,000	0.0%	$6.31	0
2019-Q3	Unchanged	500	0.0%	$7,000	0.0%	$6.50	0
2019-Q2	New	500	-	$7,000	0.0%	$6.69	22

CGBD28 quarters

CGBD
28 quarters