Strategies Wealth Advisors, LLC
Position in OBDC — Blue Owl Capital Corp
CIK 1976435
GRAND RAPIDS, MI
Position in OBDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$237,126
-$22,424 QoQ
Shares Held
21,440
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Strategies Wealth Advisors, LLC holds $1,052,631 across 5 Asset Management names. OBDC ranks #3 (22.5% of the industry book) .
All Filings in OBDC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,126 | 21,440 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $259,550 | 20,881 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $431,370 | 33,780 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $479,615 | 33,446 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $477,798 | 32,592 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $491,173 | 32,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $450,722 | 30,935 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $434,150 | 28,265 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $423,257 | 27,520 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $394,948 | 26,758 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $359,864 | 25,983 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $338,881 | 25,252 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $309,083 | 24,511 | Shares | Sole | 2023-06-27 | |
| 2022-12-31 | $275,005 | 23,810 | Shares | Sole | 2023-06-27 | |
| 2022-06-30 | $279,891 | 22,700 | Shares | Sole | 2023-06-27 | |
| 2022-03-31 | $327,879 | 22,184 | Shares | Sole | 2023-06-27 | |
| 2021-12-31 | $307,569 | 21,721 | Shares | Sole | 2023-06-26 | |
| No filing history on record for this holder in this stock. | ||||||