Position in OBDC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$159,297
-$24,517 QoQ
Shares Held
14,403
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Capital Planning Advisors, LLC holds $4,313,680 across 5 Asset Management names. OBDC ranks #5 (3.7% of the industry book) .
All Filings in OBDC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $159,297 | 14,403 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $183,814 | 14,788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $480,752 | 37,647 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $516,655 | 36,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $528,185 | 36,029 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||