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CERTUITY, LLC: OBDC position timeline

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

CERTUITY, LLC held 562,235 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,235 shares
    Change vs previous 13F -18,550 shares

    0.3% of the 13F portfolio, value $6,111,492.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 580,785 shares
    Change vs previous 13F -59,530 shares

    0.42% of the 13F portfolio, value $6,423,483.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 640,315 shares
    Change vs previous 13F -119,060 shares

    0.5% of the 13F portfolio, value $7,959,126.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 759,375 shares
    Change vs previous 13F -15,601 shares

    0.67% of the 13F portfolio, value $9,697,213.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 774,976 shares
    Change vs previous 13F -38,792 shares

    1.05% of the 13F portfolio, value $11,113,161.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 813,768 shares
    Change vs previous 13F +753,721 shares

    1.25% of the 13F portfolio, value $11,929,843.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 60,047 shares
    Change vs previous 13F -3,933 shares

    0.1% of the 13F portfolio, value $907,916.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 63,980 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $932,190.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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