Position in OBDC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$152,180
-$2,660 QoQ
Shares Held
14,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#316
of 425 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $7,571,265 across 10 Asset Management names. OBDC ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,142 | $3,021,221 | |
| 2 | BX |
Blackstone Inc.
|
6,730 | $791,919 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,568 | $719,335 | |
| 4 | STT |
State Street Corp
|
3,672 | $622,771 | |
| 5 | KKR |
KKR & Co. Inc.
|
6,696 | $614,558 | |
| 6 | TROW |
Price T Rowe Group Inc
|
5,273 | $599,487 | |
| 7 | PFG |
Principal Financial Group Inc
|
4,539 | $489,213 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,532 | $299,560 |
All Filings in OBDC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,180 | 14,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $154,840 | 14,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $288,898 | 23,242 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $296,800 | 23,242 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $200,760 | 14,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $205,240 | 14,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $211,680 | 14,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $203,980 | 14,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $215,040 | 14,000 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $215,320 | 14,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $206,640 | 14,000 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||