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BEACON INVESTMENT ADVISORS LLC: OBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON INVESTMENT ADVISORS LLC on OBDC, newest first. How the timeline and the estimate are built.

BEACON INVESTMENT ADVISORS LLC held 191,017 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,017 shares
    Change vs previous 13F +7,080 shares

    0.65% of the 13F portfolio, value $2,076,358.

    13F-HR 0001172661-26-003353 filed by BEACON INVESTMENT ADVISORS LLC
    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 183,937 shares
    Change vs previous 13F +5,949 shares

    0.77% of the 13F portfolio, value $2,034,344.

    13F-HR 0001172661-26-001953 filed by BEACON INVESTMENT ADVISORS LLC
    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 177,988 shares
    Change vs previous 13F +18,852 shares

    0.89% of the 13F portfolio, value $2,212,392.

    13F-HR 0001172661-26-000820 filed by BEACON INVESTMENT ADVISORS LLC
    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 159,136 shares
    Change vs previous 13F +2,217 shares

    0.83% of the 13F portfolio, value $2,032,172.

    13F-HR 0001172661-25-004994 filed by BEACON INVESTMENT ADVISORS LLC
    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 156,919 shares
    Change vs previous 13F +2,414 shares

    0.98% of the 13F portfolio, value $2,281,615.

    13F-HR 0001172661-25-003398 filed by BEACON INVESTMENT ADVISORS LLC
    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 154,505 shares
    Change vs previous 13F +3,637 shares

    1.07% of the 13F portfolio, value $2,265,048.

    13F-HR 0001172661-25-001990 filed by BEACON INVESTMENT ADVISORS LLC
    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 150,868 shares
    Change vs previous 13F +4,007 shares

    1.07% of the 13F portfolio, value $2,281,124.

    13F-HR 0001172661-25-000870 filed by BEACON INVESTMENT ADVISORS LLC
    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 146,861 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,139,766.

    13F-HR 0001172661-24-004722 filed by BEACON INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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