Position in OBDC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$409,190
+$5,777 QoQ
Shares Held
37,644
+3.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#223
of 425 holders
Holding Since
Dec 2024
7 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, 2026BlueStem Wealth Partners, LLC holds $2,849,035 across 3 Asset Management names. OBDC ranks #2 (14.4% of the industry book) .
All Filings in OBDC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,190 | 37,644 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $403,413 | 36,475 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $440,556 | 35,443 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $440,118 | 34,465 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $482,225 | 33,628 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $479,983 | 32,741 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $483,189 | 31,957 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||