Position in OBDC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$296,609
-$4,997 QoQ
Shares Held
27,287
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#251
of 425 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. OBDC ranks #35 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in OBDC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,609 | 27,287 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $301,606 | 27,270 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $367,045 | 29,529 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $442,863 | 34,680 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $488,721 | 34,081 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $659,005 | 43,585 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $644,562 | 44,239 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $703,626 | 45,809 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $458,785 | 29,830 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $484,260 | 32,809 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $413,145 | 29,830 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $380,644 | 28,364 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $357,670 | 28,364 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $326,449 | 28,264 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $302,928 | 29,212 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $309,828 | 25,128 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $369,884 | 25,026 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $354,679 | 25,048 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $352,689 | 24,978 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $400,102 | 28,038 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $344,139 | 24,992 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $309,423 | 24,441 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||