Skip to content
Disclosery

BlueChip Wealth Advisors LLC: OBDC position timeline

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

BlueChip Wealth Advisors LLC held 10,837 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,837 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $117,798.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth 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 10,837 shares
    Change vs previous 13F -4,600 shares

    0.05% of the 13F portfolio, value $119,857.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth 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 15,437 shares
    Change vs previous 13F +4,600 shares

    0.08% of the 13F portfolio, value $191,882.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth 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 10,837 shares
    Change vs previous 13F -15,918 shares

    0.06% of the 13F portfolio, value $138,388.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth 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 26,755 shares
    Change vs previous 13F +13,318 shares

    0.14% of the 13F portfolio, value $318,817.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth 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 13,437 shares
    Change vs previous 13F +2,600 shares

    0.1% of the 13F portfolio, value $196,986.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth 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 10,837 shares
    Change vs previous 13F -16,403 shares

    0.09% of the 13F portfolio, value $163,855.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth 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 27,240 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $396,887.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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