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

Creative Planning’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	-1,075,947	Closed	-$15.5M	–	3796
2024 Q4	$15.5M	Buy	1,075,947 +341,086	+46%	+$5.02M	0.02%	343
2024 Q3	$10.5M	Buy	734,861 +220,520	+43%	+$3.21M	0.01%	428
2024 Q2	$7.7M	Buy	514,341 +378,136	+278%	+$5.84M	0.01%	490
2024 Q1	$2.09M	Buy	+136,205	New	+$2.03M	﹤0.01%	945

Creative Planning's OBDE Position: Q1 2025 in Review

Creative Planning sold out of Blue Owl Capital Corporation III (OBDE) in Q1 2025, closing a stake of 1,075,947 shares — an estimated $15.5M sold.

Creative Planning first reported a position in OBDE in Q1 2024 and held it in 4 quarters. The position peaked at $15.5M in Q4 2024. 0 funds tracked by Wall St. Rank hold OBDE as of Q1 2025.

Creative Planning reported no remaining Blue Owl Capital Corporation III position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 1,075,947 Blue Owl Capital Corporation III shares in Q1 2025, an estimated $15.5M.
Creative Planning first reported a position in Blue Owl Capital Corporation III in Q1 2024 and held it in 4 quarters.
Creative Planning's Blue Owl Capital Corporation III position peaked at $15.5M in Q4 2024.
0 funds tracked by Wall St. Rank held Blue Owl Capital Corporation III as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.