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LAUREL OAK WEALTH MANAGEMENT, LLC → OTF
LAUREL OAK WEALTH MANAGEMENT, LLC OTF Position History
Blue Owl Technology Finance Corp. • Financial Services
Quarters held
4
Latest value
$828K
Q3 2026
Peak value
$877K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $613K |
| Q1 2026 | $634K |
| Q2 2026 | $877K |
| Q3 2026 | $828K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $828K | 84.4K | — | — |
| Q2 2026 | $877K | 84.7K | — | — |
| Q1 2026 | $634K | 51.2K | — | — |
| Q4 2025 | $613K | 42.2K | — | — |