Skip to content
Disclosery

Clearstead Advisors, LLC: OCSL position timeline

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

Clearstead Advisors, LLC held 46,996 OCSL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,996 shares
    Change vs previous 13F +21,199 shares

    0.01% of the 13F portfolio, value $561,137.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 25,797 shares
    Change vs previous 13F +9,296 shares

    <0.01% of the 13F portfolio, value $291,502.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    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 16,501 shares
    Change vs previous 13F -1,162 shares

    <0.01% of the 13F portfolio, value $210,227.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    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 17,663 shares
    Change vs previous 13F -11,084 shares

    <0.01% of the 13F portfolio, value $230,509.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 28,747 shares
    Change vs previous 13F +1,118 shares

    0.01% of the 13F portfolio, value $392,690.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 27,629 shares
    Change vs previous 13F +715 shares

    0.01% of the 13F portfolio, value $424,376.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 26,914 shares
    Change vs previous 13F -14,373 shares

    0.01% of the 13F portfolio, value $411,243.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 41,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $673,397.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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