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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

OBDC holding history

Blue Owl Capital Corp in every 13F filed by Transform Wealth, 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 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2021
Holdings of OBDC by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−11,539−100.0%Sold outHolders
Q2 202311,539$158.7K<0.1%+194+1.7%AddedHolders
Q1 202311,345$146.8K<0.1%+189+1.7%AddedHolders
Q4 202211,156$132.5K<0.1%−724−6.1%ReducedHolders
Q3 202211,880$127.0K<0.1%+299+2.6%AddedHolders
Q2 202211,581$146.0K<0.1%−11,073−48.9%ReducedHolders
Q1 202222,654$334.0K<0.1%+11,700+106.8%AddedHolders
Q4 202110,954$155.0K<0.1%00.0%UnchangedHolders
Q3 202110,954$155.0K<0.1%+10,954NewHolders