Position in OBDC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$226,150
-$3,953 QoQ
Shares Held
20,805
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#277
of 425 holders
Holding Since
Mar 2024
10 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, 2026United Advisor Group, LLC holds $31,391,140 across 27 Asset Management names. OBDC ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
354,015 | $4,471,209 | |
| 2 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
253,669 | $3,764,447 | |
| 3 | OCSL |
Oaktree Specialty Lending Corp
|
293,056 | $3,499,088 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
242,994 | $3,129,762 | |
| 5 | FSK |
FS KKR Capital Corp
|
290,929 | $3,054,754 | |
| 6 | MFIC |
MidCap Financial Investment Corp
|
264,846 | $2,669,647 | |
| 7 | ARCC |
Ares Capital Corp
|
113,090 | $2,095,557 | |
| 8 | GAIN |
Gladstone Investment Corporationde
|
72,190 | $1,116,057 |
All Filings in OBDC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,150 | 20,805 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $230,103 | 20,805 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $258,295 | 20,780 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $350,102 | 27,416 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $396,472 | 27,648 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $396,391 | 27,039 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $406,062 | 26,856 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $410,874 | 28,200 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $433,152 | 28,200 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $433,716 | 28,200 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||