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Advisors Asset Management, Inc.: OBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on OBDC, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 442,435 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 442,435 shares
    Change vs previous 13F -42,195 shares

    0.07% of the 13F portfolio, value $4,809,268.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 484,630 shares
    Change vs previous 13F +2,651 shares

    0.09% of the 13F portfolio, value $5,360,008.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 481,979 shares
    Change vs previous 13F -43,240 shares

    0.1% of the 13F portfolio, value $5,990,999.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 525,219 shares
    Change vs previous 13F +30,360 shares

    0.11% of the 13F portfolio, value $6,707,047.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 494,859 shares
    Change vs previous 13F +64,836 shares

    0.13% of the 13F portfolio, value $7,096,278.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 430,023 shares
    Change vs previous 13F +26,510 shares

    0.12% of the 13F portfolio, value $6,304,137.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 403,513 shares
    Change vs previous 13F +68,738 shares

    0.11% of the 13F portfolio, value $6,101,117.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 334,775 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,877,672.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).