Capital Planning Advisors’s Blue Owl Capital Corporation III OBDE Stock Holding History

Capital Planning Advisors’s Portfolio OBDE Stock Details OBDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-37,529	Closed	-$541K	–	143
2024 Q4	$541K	Sell	37,529 -1,944	-5%	-$28.6K	0.08%	97
2024 Q3	$566K	Hold	39,473	–	–	0.09%	93
2024 Q2	$591K	Buy	39,473 +3,175	+9%	+$49.1K	0.1%	91
2024 Q1	$556K	Buy	+36,298	New	+$540K	0.1%	97

Capital Planning Advisors's OBDE Position: Q1 2025 in Review

Capital Planning Advisors sold out of Blue Owl Capital Corporation III (OBDE) in Q1 2025, closing a stake of 37,529 shares — an estimated $541K sold.

Capital Planning Advisors first reported a position in OBDE in Q1 2024 and held it in 4 quarters. The position peaked at $591K in Q2 2024. 0 funds tracked by Wall St. Rank hold OBDE as of Q1 2025.

Capital Planning Advisors reported no remaining Blue Owl Capital Corporation III position as of Q1 2025 after selling out during the quarter.
Capital Planning Advisors sold 37,529 Blue Owl Capital Corporation III shares in Q1 2025, an estimated $541K.
Capital Planning Advisors first reported a position in Blue Owl Capital Corporation III in Q1 2024 and held it in 4 quarters.
Capital Planning Advisors's Blue Owl Capital Corporation III position peaked at $591K in Q2 2024.
0 funds tracked by Wall St. Rank held Blue Owl Capital Corporation III as of Q1 2025.

Based on Capital Planning Advisors's 13F filing for Q1 2025, filed 12 May 2025.