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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OBDC holding history

Blue Owl Capital Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OBDC overviewAll 13F holders of OBDCFull Q2 2026 holdings

Shares (Q2 2026)
546,603
Value
$5.94M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OBDC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026546,603$5.94M<0.1%−37,364−6.4%ReducedHolders
Q1 2026583,967$6.46M<0.1%−237,545−28.9%ReducedHolders
Q4 2025821,512$10.2M<0.1%−57,388−6.5%ReducedHolders
Q3 2025878,900$11.2M<0.1%−197,171−18.3%ReducedHolders
Q2 20251,076,071$15.4M<0.1%−357,232−24.9%ReducedHolders
Q1 20251,433,303$21.0M<0.1%+1,262,741+740.3%AddedHolders
Q4 2024170,562$2.58M<0.1%−60,280−26.1%ReducedHolders
Q3 2024230,842$3.36M<0.1%−28,819−11.1%ReducedHolders
Q2 2024259,661$3.99M<0.1%−596−0.2%ReducedHolders
Q1 2024260,257$4.00M<0.1%+17,712+7.3%AddedHolders
Q4 2023242,545$3.58M<0.1%+4,463+1.9%AddedHolders
Q3 2023238,082$3.30M<0.1%−4,477−1.8%ReducedHolders
Q2 2023242,559$3.26M<0.1%+14,558+6.4%AddedHolders
Q1 2023228,001$2.88M<0.1%+5,038+2.3%AddedHolders
Q4 2022222,963$2.58M<0.1%+2,110+1.0%AddedHolders
Q3 2022220,853$2.29M<0.1%−34,607−13.5%ReducedHolders
Q2 2022255,460$3.15M<0.1%−9,336−3.5%ReducedHolders
Q1 2022264,796$3.91M<0.1%+116,012+78.0%AddedHolders
Q4 2021148,784$2.11M<0.1%+64,692+76.9%AddedHolders
Q3 202184,092$1.19M<0.1%+16,578+24.6%AddedHolders
Q2 202167,514$963.0K<0.1%+51,292+316.2%AddedHolders
Q1 202116,222$223.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.