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Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

OBDC holding history

Blue Owl Capital Corp in every 13F filed by Castle 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)
37,684
Value
$409.6K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of OBDC by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,684$409.6K0.1%+388+1.0%AddedHolders
Q1 202637,296$426.3K0.1%−62−0.2%ReducedHolders
Q4 202537,358$478.2K0.2%+8,134+27.8%AddedHolders
Q3 202529,224$384.0K0.1%+3,347+12.9%AddedHolders
Q2 202525,877$380.7K0.1%+6,972+36.9%AddedHolders
Q1 202518,905$284.1K0.1%+18,905NewHolders