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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

OBDC holding history

Blue Owl Capital Corp in every 13F filed by EverSource Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
11,966
Value
$130.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of OBDC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,966$130.1K<0.1%+3,807+46.7%AddedHolders
Q1 20268,159$90.2K<0.1%+4,134+102.7%AddedHolders
Q4 20254,025$50.0K<0.1%−245−5.7%ReducedHolders
Q3 20254,270$54.5K<0.1%−4,458−51.1%ReducedHolders
Q2 20258,728$125.2K<0.1%+4,494+106.1%AddedHolders
Q1 20254,234$62.1K<0.1%−22−0.5%ReducedHolders
Q4 20244,256$64.4K<0.1%−558−11.6%ReducedHolders
Q3 20244,814$70.1K<0.1%+642+15.4%AddedHolders
Q2 20244,172$64.8K<0.1%+3,580+604.7%AddedHolders
Q1 2024592$9.41K<0.1%−210−26.2%ReducedHolders
Q4 2023802$11.8K<0.1%+37+4.8%AddedHolders
Q3 2023765$10.6K<0.1%00.0%UnchangedHolders
Q2 2023765$10.3K<0.1%00.0%UnchangedHolders
Q1 2023765$9.65K<0.1%00.0%UnchangedHolders
Q4 2022765$8.84K<0.1%+765NewHolders