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Disclosery

Trust Investment Advisors: OBDC position timeline

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

Trust Investment Advisors held 48,710 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,710 shares
    Change vs previous 13F -2,887 shares

    0.25% of the 13F portfolio, value $529,478.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    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 51,597 shares
    Change vs previous 13F -4,450 shares

    0.33% of the 13F portfolio, value $570,663.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    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 56,047 shares
    Change vs previous 13F -3,865 shares

    0.37% of the 13F portfolio, value $696,664.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    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 59,912 shares
    Change vs previous 13F +868 shares

    0.43% of the 13F portfolio, value $765,076.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    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 59,044 shares
    Change vs previous 13F +246 shares

    0.51% of the 13F portfolio, value $846,691.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    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 58,798 shares
    Change vs previous 13F +1,750 shares

    0.56% of the 13F portfolio, value $861,979.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    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 57,048 shares
    Change vs previous 13F +3,581 shares

    0.55% of the 13F portfolio, value $862,566.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    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 53,467 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $779,014.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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