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CARY STREET PARTNERS ASSET MANAGEMENT LLC: OBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on OBDC, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 171,010 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,010 shares
    Change vs previous 13F -49,808 shares

    0.04% of the 13F portfolio, value $1,858,882.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 171,010 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  2. period ended2026-03-31
    13F 220,818 shares
    Change vs previous 13F -29,872 shares

    0.06% of the 13F portfolio, value $2,442,246.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 218,415 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,403 shares

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

  3. period ended2025-12-31
    13F 250,690 shares
    Change vs previous 13F +159,335 shares

    0.07% of the 13F portfolio, value $3,116,074.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 248,287 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,403 shares

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

  4. period ended2025-09-30
    13F 91,355 shares
    Change vs previous 13F -14,096 shares

    0.03% of the 13F portfolio, value $1,166,602.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 80,752 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,603 shares

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

  5. period ended2025-06-30
    13F 105,451 shares
    Change vs previous 13F -3,006 shares

    0.04% of the 13F portfolio, value $1,512,173.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 101,048 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,403 shares

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

  6. period ended2025-03-31
    13F 108,457 shares
    Change vs previous 13F -11,509 shares

    0.05% of the 13F portfolio, value $1,589,983.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 102,654 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,803 shares

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

  7. period ended2024-12-31
    13F 119,966 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,813,885.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 115,263 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,703 shares

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