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NewEdge Advisors, LLC: OBDC position timeline

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

NewEdge Advisors, LLC held 151,979 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,979 shares
    Change vs previous 13F +28,269 shares

    <0.01% of the 13F portfolio, value $1,652,004.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 123,710 shares
    Change vs previous 13F -167,991 shares

    <0.01% of the 13F portfolio, value $1,368,243.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 291,701 shares
    Change vs previous 13F +40,341 shares

    0.01% of the 13F portfolio, value $3,625,847.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 251,360 shares
    Change vs previous 13F -37,554 shares

    0.01% of the 13F portfolio, value $3,209,870.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 288,914 shares
    Change vs previous 13F -3,926 shares

    0.02% of the 13F portfolio, value $4,143,039.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 292,840 shares
    Change vs previous 13F +21,586 shares

    0.03% of the 13F portfolio, value $4,293,028.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 271,254 shares
    Change vs previous 13F -6,491 shares

    0.02% of the 13F portfolio, value $4,101,357.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 277,745 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,046,746.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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