Position in OBDC
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$401,323
-$130,718 QoQ
Shares Held
36,286
-15.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 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, 2026TruWealth Advisors, LLC holds $2,749,594 across 3 Asset Management names. OBDC ranks #3 (14.6% of the industry book) .
All Filings in OBDC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $401,323 | 36,286 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $532,041 | 42,803 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $546,594 | 42,803 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $613,795 | 42,803 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $627,491 | 42,803 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $647,181 | 42,803 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $783,237 | 50,992 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $809,664 | 52,644 | Shares | Sole | 2024-04-15 | |
| 2021-09-30 | $1,474,466 | 104,424 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,583,213 | 110,947 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,527,740 | 110,947 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,285,863 | 101,569 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||