Capital Planning Advisors, LLC's ownership history for OBDC

Capital Planning Advisors, LLC currently holds 14.4K shares with a market value of $159.3K. It started holding OBDC on 2025-03-31. At its peak, it held 37.6K shares on 2025-09-30. Its highest holding value was $528.2K on 2025-03-31. At its lowest, it held 14.4K shares on 2026-03-31, with a value of $159.3K on 2026-03-31. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 23.2K. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 21.6K.