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Livermore
Livermore
ZHEN

Cornerstone Wealth Management, LLC

SEC CIK
0001674117
Latest filing
Jul 22, 2026

OBDC holding history

Blue Owl Capital Corp in every 13F filed by Cornerstone Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of OBDC by Cornerstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−24,833−100.0%Sold outHolders
Q1 202624,833$274.6K<0.1%−5,403−17.9%ReducedHolders
Q4 202530,236$375.8K<0.1%−6,556−17.8%ReducedHolders
Q3 202536,792$469.8K<0.1%−336−0.9%ReducedHolders
Q2 202537,128$532.4K<0.1%−665−1.8%ReducedHolders
Q1 202537,793$554.0K<0.1%+1,576+4.4%AddedHolders
Q4 202436,217$547.6K<0.1%+1,832+5.3%AddedHolders
Q3 202434,385$501.0K<0.1%+2,256+7.0%AddedHolders
Q2 202432,129$493.5K<0.1%−2,641−7.6%ReducedHolders
Q1 202434,770$534.8K<0.1%−8,297−19.3%ReducedHolders
Q4 202343,067$635.7K0.1%−25,310−37.0%ReducedHolders
Q3 202368,377$947.0K0.1%+6,619+10.7%AddedHolders
Q2 202361,758$828.8K0.1%−1,386−2.2%ReducedHolders
Q1 202363,144$796.2K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202252,139$541.0K0.1%+1,168+2.3%AddedHolders
Q2 202250,971$628.0K0.1%+8,878+21.1%AddedHolders
Q1 202242,093$622.0K0.1%+1,811+4.5%AddedHolders
Q4 202140,282$571.0K0.1%−678−1.7%ReducedHolders
Q3 202140,960$578.0K0.1%+1,140+2.9%AddedHolders
Q2 202139,820$568.0K0.1%+10,633+36.4%AddedHolders
Q1 202129,187$402.0K<0.1%––Holders

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