Back to HB Wealth Management, LLC HB Wealth Management, LLC

KBDCKBDC
7 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in KAYNE ANDERSON BDC INC

HB Wealth Management, LLC holds 280,189 shares of KBDC (KAYNE ANDERSON BDC INC), worth $3.8M as of 2026-Q2. The position was increased (+19.1% shares). KBDC represents 0.0% of HB Wealth Management, LLC's portfolio.

Current Value

$3.8M

Current Shares

280,189

Total Value Change

+$2.2M

Total Shares Change

+183,994

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
280,189
+19.1%
$3.8M0.0%$13.53
31
2026-Q1
Increased
235,341
+8.0%
$3.2M0.0%$13.84
29
2025-Q4
Decreased
217,872
-1.1%
$3.1M0.0%$14.28
0
2025-Q3
Increased
220,290
+12.0%
$2.9M0.0%$12.85
29
2025-Q2
Increased
196,671
+14.1%
$3M0.0%$14.44
30
2025-Q1
Increased
172,445
+79.3%
$2.8M0.0%$14.73
40
2024-Q4
New
96,195
-
$1.6M0.0%$14.64
35

Other major holders of KBDC: STATE OF MICHIGAN RETIREMENT SYSTEM, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used