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TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

OBDC holding history

Blue Owl Capital Corp in every 13F filed by TruWealth 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)
36,286
Value
$401.3K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of OBDC by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202636,286$401.3K<0.1%−6,517−15.2%ReducedHolders
Q4 202542,803$532.0K<0.1%00.0%UnchangedHolders
Q3 202542,803$546.6K<0.1%00.0%UnchangedHolders
Q2 202542,803$613.8K<0.1%00.0%UnchangedHolders
Q1 202542,803$627.5K<0.1%00.0%UnchangedHolders
Q4 202442,803$647.2K<0.1%+42,803NewHolders
Q3 20240$00.0%−50,992−100.0%Sold outHolders
Q2 202450,992$783.2K0.1%−1,652−3.1%ReducedHolders
Q1 202452,644$809.7K0.1%+52,644NewHolders
Q4 20210$00.0%−104,424−100.0%Sold outHolders
Q3 2021104,424$1.47M0.2%−6,523−5.9%ReducedHolders
Q2 2021110,947$1.58M0.2%00.0%UnchangedHolders
Q1 2021110,947$1.53M0.2%––Holders

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