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Northeast Financial Consultants Inc: OBDC position timeline

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

Northeast Financial Consultants Inc held 419,016 OBDC shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 419,016 shares
    Change vs previous 13F -112,558 shares

    0.25% of the 13F portfolio, value $6,008,684.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 531,574 shares
    Change vs previous 13F +415,974 shares

    0.35% of the 13F portfolio, value $7,792,874.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 115,600 shares
    Change vs previous 13F +97,584 shares

    0.07% of the 13F portfolio, value $1,747,878.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 18,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $262,494.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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