Steward Partners Investment Advisory, LLC
Holdings in OBDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,996,114 | 401,940 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $4,456,857 | 349,010 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,777,198 | 333,138 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $4,408,965 | 300,748 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $4,173,165 | 276,003 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $3,599,416 | 247,043 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,123,102 | 203,327 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $3,083,859 | 200,511 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $2,414,455 | 163,581 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $2,138,758 | 154,423 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,734,118 | 129,219 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,558,381 | 123,583 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,354,087 | 117,237 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,050,688 | 101,320 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,030,553 | 83,581 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $692,029 | 46,822 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $780,895 | 55,148 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $743,771 | 52,675 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $675,013 | 47,303 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $547,426 | 39,755 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $358,911 | 28,350 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $30,150 | 2,500 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $30,825 | 2,500 | Shares | Sole | 2020-08-06 |