Position in OBDC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$182,102
-$54,006 QoQ
Shares Held
16,465
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $8,632,823 across 6 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
57,443 | $6,759,317 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
29,600 | $893,032 | |
| 3 | KKR |
KKR & Co. Inc.
|
4,027 | $369,598 | |
| 4 | PFG |
Principal Financial Group Inc
|
2,383 | $256,839 | |
| 5 | BMEZ |
BlackRock Health Sciences Term Trust
|
14,250 | $218,737 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
10,000 | $135,300 |
All Filings in OBDC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $182,102 | 16,465 | Shares | Sole | 2026-04-16 | |
| 2025-06-30 | $236,108 | 16,465 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||