Position in OBDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$776,791
-$4,631 QoQ
Shares Held
71,462
+1.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#173
of 425 holders
Holding Since
Dec 2021
19 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, 2026IHT Wealth Management, LLC holds $65,095,816 across 69 Asset Management names. OBDC ranks #29 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
481,281 | $6,997,825 | |
| 2 | ARCC |
Ares Capital Corp
|
182,377 | $3,379,445 | |
| 3 | MAIN |
Main Street Capital CORP
|
61,492 | $3,190,204 | |
| 4 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
598,962 | $2,898,976 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
258,915 | $2,793,692 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
68,444 | $2,753,502 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
85,749 | $2,587,047 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
142,870 | $2,453,077 |
All Filings in OBDC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,791 | 71,462 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $781,422 | 70,653 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $744,345 | 59,883 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $848,208 | 66,422 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $939,757 | 65,534 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $892,808 | 60,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $840,263 | 55,573 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $166,476 | 11,426 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $170,204 | 11,081 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $167,703 | 10,904 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $158,241 | 10,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $184,731 | 13,338 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $187,235 | 13,952 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $164,913 | 13,078 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $140,563 | 12,170 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $126,130 | 12,163 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $146,554 | 11,886 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $171,566 | 11,608 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $155,476 | 10,980 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||