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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

OBDC holding history

Blue Owl Capital Corp in every 13F filed by Amplius 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)
18,816
Value
$204.5K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of OBDC by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,816$204.5K<0.1%+121+0.6%AddedHolders
Q1 202618,695$206.8K<0.1%+106+0.6%AddedHolders
Q4 202518,589$231.1K<0.1%+2,861+18.2%AddedHolders
Q3 202515,728$200.9K<0.1%−2,592−14.1%ReducedHolders
Q2 202518,320$262.7K<0.1%−25,629−58.3%ReducedHolders
Q1 202543,949$644.3K0.1%+3,262+8.0%AddedHolders
Q4 202440,687$615.2K0.1%+702+1.8%AddedHolders
Q3 202439,985$582.6K0.1%−3,826−8.7%ReducedHolders
Q2 202443,811$672.9K0.1%−14,660−25.1%ReducedHolders
Q1 202458,471$899.3K0.1%+914+1.6%AddedHolders
Q4 202357,557$849.5K0.1%−2,311−3.9%ReducedHolders
Q3 202359,868$829.2K0.1%−321−0.5%ReducedHolders
Q2 202360,189$807.7K0.1%+60,189NewHolders