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SAGE ADVISORS, LLC: OBDC position timeline

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

SAGE ADVISORS, LLC held 2,061,949 OBDC shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,061,949 shares
    Change vs previous 13F -141,795 shares

    16.99% of the 13F portfolio, value $25,630,029.

    13F-HR 0002085853-26-000031 filed by SAGE 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 ended2025-09-30
    13F 2,203,744 shares
    Change vs previous 13F -14,870 shares

    20.16% of the 13F portfolio, value $28,141,812.

    13F-HR 0002085853-25-000130 filed by SAGE 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 ended2025-06-30
    13F 2,218,614 shares
    Change vs previous 13F +76,481 shares

    22.71% of the 13F portfolio, value $31,814,925.

    13F-HR 0001667731-25-000989 filed by SAGE 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 ended2025-03-31
    13F 2,142,133 shares
    Change vs previous 13F +66,803 shares

    22.09% of the 13F portfolio, value $31,403,671.

    13F-HR 0001667731-25-000532 filed by SAGE 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 ended2024-12-31
    13F 2,075,330 shares
    Change vs previous 13F +78,403 shares

    23.44% of the 13F portfolio, value $31,378,989.

    13F-HR 0001667731-25-000175 filed by SAGE 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 ended2024-09-30
    13F 1,996,927 shares
    Change vs previous 13F +71,503 shares

    22.92% of the 13F portfolio, value $29,095,233.

    13F-HR 0002032121-24-000004 filed by SAGE 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 ended2024-06-30
    13F 1,925,424 shares
    Change vs previous 13F +120,115 shares

    24.04% of the 13F portfolio, value $29,574,507.

    13F-HR 0002032121-24-000003 filed by SAGE 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 ended2024-03-31
    13F 1,805,309 shares
    Change vs previous 13F not available

    24.7% of the 13F portfolio, value $27,765,647.

    13F-HR 0002032121-24-000002 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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