Position in OBDC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$119,857
-$72,024 QoQ
Shares Held
10,837
-29.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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 Mar 31, 2026BlueChip Wealth Advisors LLC holds $760,901 across 5 Asset Management names. OBDC ranks #3 (15.8% of the industry book) .
All Filings in OBDC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,857 | 10,837 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $191,881 | 15,437 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $138,388 | 10,837 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $383,666 | 26,755 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $196,986 | 13,437 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $163,855 | 10,837 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $396,886 | 27,240 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $426,086 | 27,740 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $426,641 | 27,740 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $409,442 | 27,740 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||