Position in OBDC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$318,749
-$71,689 QoQ
Shares Held
28,820
-8.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Avantax Planning Partners, Inc. holds $13,073,675 across 12 Asset Management names. OBDC ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
344,467 | $5,721,596 | |
| 2 | PFG |
Principal Financial Group Inc
|
35,622 | $3,209,898 | |
| 3 | BLK |
BlackRock, Inc.
|
1,684 | $1,619,519 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
49,635 | $427,853 | |
| 5 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
18,303 | $368,256 | |
| 6 | BX |
Blackstone Inc.
|
3,160 | $363,368 | |
| 7 | OBDC |
Blue Owl Capital Corp
This page
|
28,820 | $318,749 | |
| 8 | NTRS |
Northern Trust Corp
|
1,821 | $254,156 |
All Filings in OBDC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,749 | 28,820 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $390,438 | 31,411 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $862,345 | 67,529 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,040,223 | 72,540 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,149,168 | 78,388 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,185,226 | 78,388 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,174,779 | 80,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,315,491 | 85,644 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,317,204 | 85,644 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,280,843 | 86,778 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,201,875 | 86,778 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,205,438 | 89,824 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,132,680 | 89,824 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,037,467 | 89,824 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $951,737 | 91,778 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,197,008 | 97,081 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,434,857 | 97,081 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,516,932 | 107,128 | Shares | Sole | 2022-01-28 | |
| 2020-12-31 | $126,600 | 10,000 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $131,454 | 10,900 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||