OBDC OWL ROCK

Ownership history in Keystone Financial Group  ·  12 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in OWL ROCK (OBDC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2023 Q4)
Avg. % of fund
0.03%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,592 0% 0.01% $152K $12.40
2025 Q2 REDUCED 10,592 -4,616 -30.4% 0.01% $152K $13.52
2023 Q4 ADDED 15,208 +406 +2.7% 0.04% $224K $11.76
2023 Q3 ADDED 14,802 +202 +1.4% 0.03% $205K $10.73
2023 Q2 UNCHANGED 14,600 0% 0.03% $196K $10.10
2022 Q4 UNCHANGED 14,600 0% 0.03% $169K $8.20
2022 Q3 UNCHANGED 14,600 0% 0.03% $151K $7.14
2022 Q2 UNCHANGED 14,600 0% 0.04% $180K $8.25
2022 Q1 UNCHANGED 14,600 0% 0.04% $216K $9.65
2021 Q4 ADDED 14,600 +600 +4.3% 0.03% $207K $9.06
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    OBDC price (monthly, adj. close)
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