Position in OBDC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,381,196
+$465,056 QoQ
Shares Held
305,714
+30.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 93.7968166325389.ToString("F0")%
Shared 0.ToString("F0")%
None 6.203183367461091.ToString("F0")%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Naviter Wealth, LLC holds $53,542,799 across 23 Asset Management names. OBDC ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
708,827 | $12,773,062 | |
| 2 | MAIN |
Main Street Capital CORP
|
84,990 | $4,501,070 | |
| 3 | OBDC |
Blue Owl Capital Corp
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|
305,714 | $3,381,196 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
255,997 | $3,240,922 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
136,408 | $3,231,505 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
210,445 | $3,108,272 | |
| 7 | TSLX |
Sixth Street Specialty Lending, Inc.
|
160,106 | $2,942,748 | |
| 8 | CSWC |
Capital Southwest Corp
|
124,570 | $2,755,488 |
All Filings in OBDC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,381,196 | 305,714 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,916,140 | 234,605 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,360,967 | 341,501 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,851,307 | 408,041 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,106,898 | 348,356 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,771,146 | 315,552 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,833,291 | 331,729 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,908,871 | 319,588 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,263,474 | 277,209 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $277,620 | 18,809 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $232,804 | 16,809 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $225,576 | 16,809 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $211,961 | 16,809 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||