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Advisors Asset Management, Inc.: OCSL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on OCSL, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 19,329 OCSL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,329 shares
    Change vs previous 13F -20,573 shares

    <0.01% of the 13F portfolio, value $230,788.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,902 shares
    Change vs previous 13F -1,780 shares

    0.01% of the 13F portfolio, value $450,893.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 41,682 shares
    Change vs previous 13F -61,843 shares

    0.01% of the 13F portfolio, value $531,029.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 103,525 shares
    Change vs previous 13F -703 shares

    0.02% of the 13F portfolio, value $1,351,001.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 104,228 shares
    Change vs previous 13F -75,436 shares

    0.03% of the 13F portfolio, value $1,423,754.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 179,664 shares
    Change vs previous 13F -984 shares

    0.05% of the 13F portfolio, value $2,759,639.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 180,648 shares
    Change vs previous 13F -36,673 shares

    0.05% of the 13F portfolio, value $2,760,301.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 217,321 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,544,506.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).