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Texas Capital Bank Wealth Management Services Inc: OBDC position timeline

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

Texas Capital Bank Wealth Management Services Inc held 373,316 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,316 shares
    Change vs previous 13F -6,110 shares

    0.22% of the 13F portfolio, value $4,057,945.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 379,426 shares
    Change vs previous 13F +36,559 shares

    0.25% of the 13F portfolio, value $4,196,452.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    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 342,867 shares
    Change vs previous 13F +32,770 shares

    0.25% of the 13F portfolio, value $4,261,837.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 310,097 shares
    Change vs previous 13F +21,342 shares

    0.33% of the 13F portfolio, value $3,959,939.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    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 288,755 shares
    Change vs previous 13F +5,854 shares

    0.39% of the 13F portfolio, value $4,140,747.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    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 282,901 shares
    Change vs previous 13F +35,702 shares

    0.42% of the 13F portfolio, value $4,147,329.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    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 247,199 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $3,737,649.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 247,199 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,601,689.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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