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Sumitomo Mitsui Trust Group, Inc.: OBDC position timeline

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

Sumitomo Mitsui Trust Group, Inc. held 1,874,613 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,874,613 shares
    Change vs previous 13F -29,219 shares

    0.01% of the 13F portfolio, value $20,377,043.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, 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 1,903,832 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $21,056,382.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, 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 1,903,832 shares
    Change vs previous 13F +137,858 shares

    0.01% of the 13F portfolio, value $23,664,632.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, 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 1,765,974 shares
    Change vs previous 13F +482,642 shares

    0.01% of the 13F portfolio, value $22,551,488.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, 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 1,283,332 shares
    Change vs previous 13F +257,277 shares

    0.01% of the 13F portfolio, value $18,402,981.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, 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 1,026,055 shares
    Change vs previous 13F +474,100 shares

    0.01% of the 13F portfolio, value $15,041,966.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, 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 551,955 shares
    Change vs previous 13F -60,658 shares

    0.01% of the 13F portfolio, value $8,345,560.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, 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 612,613 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,925,771.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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