Position in OBDC
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$2,212
-$274 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026IFS Advisors, LLC holds $13,601 across 4 Asset Management names.
All Filings in OBDC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,212 | 200 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $2,486 | 200 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,554 | 200 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,868 | 200 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,932 | 200 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,024 | 200 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||