Position in OBDC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$409,625
-$2,868 QoQ
Shares Held
37,684
+1.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#222
of 425 holders
Holding Since
Mar 2025
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, 2026CASTLE WEALTH MANAGEMENT LLC holds $6,339,519 across 5 Asset Management names. OBDC ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
301,114 | $3,706,713 | |
| 2 | ARCC |
Ares Capital Corp
|
81,837 | $1,516,439 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
35,043 | $451,353 | |
| 4 | OBDC |
Blue Owl Capital Corp
This page
|
37,684 | $409,625 | |
| 5 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
32,451 | $255,389 |
All Filings in OBDC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,625 | 37,684 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $412,493 | 37,296 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $464,359 | 37,358 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $373,190 | 29,224 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $371,076 | 25,877 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $277,147 | 18,905 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||