Position in OBDC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$156,854
-$35,479 QoQ
Shares Held
14,430
-17.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#314
of 425 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $14,722,392 across 24 Asset Management names. OBDC ranks #18 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,193 | $4,031,821 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
105,595 | $2,503,657 | |
| 3 | BX |
Blackstone Inc.
|
15,717 | $1,849,419 | |
| 4 | ARCC |
Ares Capital Corp
|
60,567 | $1,122,306 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
31,899 | $962,392 | |
| 6 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
35,019 | $531,938 | |
| 7 | ARES |
Ares Management Corp
|
4,654 | $518,036 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
19,194 | $320,539 |
All Filings in OBDC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,854 | 14,430 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $192,333 | 17,390 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $735,918 | 59,205 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $704,329 | 55,155 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $773,184 | 53,918 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $151,925 | 10,048 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $173,470 | 11,906 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $187,100 | 12,181 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $292,968 | 23,233 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $222,025 | 19,223 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $388,875 | 37,500 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||