Amplius Wealth Advisors, LLC

Position in OBDC — Blue Owl Capital Corp

CIK 1900584 BLUE BELL, PA

Position in OBDC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$204,529

-$2,237 QoQ

Shares Held

18,816

+0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#291

of 425 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $31,024,894 across 10 Asset Management names. OBDC ranks #9 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	129,420	$15,228,851
2	AMG	Affiliated Managers Group, Inc.	21,766	$7,365,614
3	BXSL	Blackstone Secured Lending Fund	146,335	$3,469,602
4	BTT	BlackRock Municipal 2030 Target Term Trust	100,344	$2,282,826
5	GBDC	GOLUB CAPITAL BDC, Inc.	83,925	$1,080,954
6	BCAT	BlackRock Capital Allocation Term Trust	35,290	$562,169
7	BSTZ	BlackRock Science & Technology Term Trust	14,525	$436,185
8	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	32,185	$315,734

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,529	18,816	+0.6%	Shares	Sole	2026-07-17
2026-03-31	$206,766	18,695	+0.6%	Shares	Sole	2026-04-13
2025-12-31	$231,061	18,589	+18.2%	Shares	Sole	2026-01-12
2025-09-30	$200,846	15,728	-14.1%	Shares	Sole	2025-10-21
2025-06-30	$262,708	18,320	-58.3%	Shares	Sole	2025-08-04
2025-03-31	$644,292	43,949	+8.0%	Shares	Sole	2025-04-10
2024-12-31	$615,187	40,687	+1.8%	Shares	Sole	2025-01-16
2024-09-30	$582,581	39,985	-8.7%	Shares	Sole	2024-10-16
2024-06-30	$672,936	43,811	-25.1%	Shares	Sole	2024-07-22
2024-03-31	$899,283	58,471	+1.6%	Shares	Sole	2024-04-17
2023-12-31	$849,541	57,557	-3.9%	Shares	Sole	2024-01-10
2023-09-30	$829,171	59,868	-0.5%	Shares	Sole	2023-10-17
2023-06-30	$807,736	60,189	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.