Mount Yale Investment Advisors, LLC
Holdings in OBDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,627,210 | 452,712 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $7,819,722 | 612,351 | Shares | Sole | 2025-11-14 |
| 2022-09-30 | $209,525 | 20,205 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $249,127 | 20,205 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $298,629 | 20,205 | Shares | Sole | 2022-05-03 |