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Wealth Preservation Advisors, LLC: OBDC position timeline

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

Wealth Preservation Advisors, LLC held 172,626 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,626 shares
    Change vs previous 13F -11,955 shares

    1.07% of the 13F portfolio, value $1,876,441.

    13F-HR 0001968434-26-000007 filed by Wealth Preservation 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 ended2026-03-31
    13F 184,581 shares
    Change vs previous 13F -1,582 shares

    1.7% of the 13F portfolio, value $2,041,470.

    13F-HR 0001968434-26-000006 filed by Wealth Preservation 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 ended2025-12-31
    13F 186,163 shares
    Change vs previous 13F -17,311 shares

    1.16% of the 13F portfolio, value $2,314,002.

    13F-HR 0001968434-26-000005 filed by Wealth Preservation 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 ended2025-09-30
    13F 203,474 shares
    Change vs previous 13F +3,813 shares

    1.51% of the 13F portfolio, value $2,598,360.

    13F-HR 0001968434-25-000005 filed by Wealth Preservation 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 ended2025-06-30
    13F 199,661 shares
    Change vs previous 13F +2,626 shares

    1.77% of the 13F portfolio, value $2,863,149.

    13F-HR 0001968434-25-000003 filed by Wealth Preservation 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 ended2025-03-31
    13F 197,035 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,888,540.

    13F-HR 0001968434-25-000002 filed by Wealth Preservation Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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