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Todd Wealth Management, LLC: OBDC position timeline

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

Todd Wealth Management, LLC held 55,300 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,300 shares
    Change vs previous 13F -785 shares

    0.46% of the 13F portfolio, value $601,111.

    13F-HR 0002157683-26-000006 filed by Todd Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 56,085 shares
    Change vs previous 13F -671 shares

    0.56% of the 13F portfolio, value $620,300.

    13F-HR 0002157683-26-000005 filed by Todd Wealth Management, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 56,756 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $705,477.

    13F-HR 0002157683-26-000004 filed by Todd Wealth Management, LLC
    Accepted , ingested