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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

OBDC holding history

Blue Owl Capital Corp in every 13F filed by Holistic Planning, 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)
82,092
Value
$892.3K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of OBDC by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682,092$892.3K0.1%−24,498−23.0%ReducedHolders
Q1 2026106,590$1.18M0.2%−12,943−10.8%ReducedHolders
Q4 2025119,533$1.49M0.3%+119,533NewHolders