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Steward Partners Investment Advisory, LLC: OBDC position timeline

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

Steward Partners Investment Advisory, LLC held 426,996 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 426,996 shares
    Change vs previous 13F +6,523 shares

    0.02% of the 13F portfolio, value $4,641,451.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 420,473 shares
    Change vs previous 13F +18,533 shares

    0.02% of the 13F portfolio, value $4,650,428.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 401,940 shares
    Change vs previous 13F +52,930 shares

    0.03% of the 13F portfolio, value $4,996,110.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 349,010 shares
    Change vs previous 13F +15,872 shares

    0.03% of the 13F portfolio, value $4,456,862.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 333,138 shares
    Change vs previous 13F +32,390 shares

    0.04% of the 13F portfolio, value $4,777,192.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 300,748 shares
    Change vs previous 13F +24,745 shares

    0.04% of the 13F portfolio, value $4,408,960.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 276,003 shares
    Change vs previous 13F +28,960 shares

    0.04% of the 13F portfolio, value $4,173,159.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 247,043 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,599,413.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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