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Disclosery

MAI Capital Management: OBDC position timeline

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

MAI Capital Management held 804,046 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 804,046 shares
    Change vs previous 13F +278,491 shares

    0.03% of the 13F portfolio, value $8,836,855.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 525,555 shares
    Change vs previous 13F -124,934 shares

    0.03% of the 13F portfolio, value $5,812,638.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 650,489 shares
    Change vs previous 13F -17,943 shares

    0.05% of the 13F portfolio, value $8,085,575.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 668,432 shares
    Change vs previous 13F -64,435 shares

    0.05% of the 13F portfolio, value $8,535,877.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 732,867 shares
    Change vs previous 13F -48,174 shares

    0.07% of the 13F portfolio, value $10,509,319.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 781,041 shares
    Change vs previous 13F -8,232 shares

    0.09% of the 13F portfolio, value $11,450,055.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 789,273 shares
    Change vs previous 13F +293,892 shares

    0.09% of the 13F portfolio, value $11,933,801.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 495,381 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,217,703.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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