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Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

OBDC holding history

Blue Owl Capital Corp in every 13F filed by Capital Planning Advisors, LLC, 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 Q1 2026 holdings

Shares (Q1 2026)
14,403
Value
$159.3K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of OBDC by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202614,403$159.3K<0.1%−385−2.6%ReducedHolders
Q4 202514,788$183.8K<0.1%−22,859−60.7%ReducedHolders
Q3 202537,647$480.8K0.1%+1,618+4.5%AddedHolders
Q2 202536,029$516.7K0.1%00.0%UnchangedHolders
Q1 202536,029$528.2K0.1%+36,029NewHolders