Strategies Wealth Advisors, LLC
Position in OBDC — Blue Owl Capital Corp
CIK 1976435
GRAND RAPIDS, MI
Position in OBDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,031
+$2,905 QoQ
Shares Held
22,082
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#270
of 427 holders
Holding Since
Dec 2021
18 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, 2026Strategies Wealth Advisors, LLC holds $1,433,882 across 6 Asset Management names. OBDC ranks #4 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
17,962 | $369,298 | |
| 2 | ARCC |
Ares Capital Corp
|
18,526 | $343,286 | |
| 3 | BLK |
BlackRock, Inc.
|
288 | $276,929 | |
| 4 | OBDC |
Blue Owl Capital Corp
This page
|
22,082 | $240,031 | |
| 5 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
14,770 | $110,479 | |
| 6 | PSEC |
Prospect Capital Corp
|
40,632 | $93,859 |
All Filings in OBDC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,031 | 22,082 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||