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CONFLUENCE INVESTMENT MANAGEMENT LLC: OCSL position timeline

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

CONFLUENCE INVESTMENT MANAGEMENT LLC held 105,951 OCSL shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 105,951 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $1,260,817.

    13F-HR 0001442056-26-000011 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 105,926 shares
    Change vs previous 13F -925 shares

    0.02% of the 13F portfolio, value $1,264,756.

    13F-HR 0001442056-26-000006 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 106,851 shares
    Change vs previous 13F -9,361 shares

    0.02% of the 13F portfolio, value $1,207,416.

    13F-HR 0001442056-26-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 116,212 shares
    Change vs previous 13F -6,784 shares

    0.02% of the 13F portfolio, value $1,480,541.

    13F-HR 0001442056-26-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 122,996 shares
    Change vs previous 13F -14,046 shares

    0.02% of the 13F portfolio, value $1,605,098.

    13F-HR 0001442056-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 137,042 shares
    Change vs previous 13F +641 shares

    0.03% of the 13F portfolio, value $1,871,989.

    13F-HR 0001636661-25-000005 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 136,401 shares
    Change vs previous 13F +5,991 shares

    0.03% of the 13F portfolio, value $2,095,114.

    13F-HR 0001636661-25-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 130,410 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,992,663.

    13F-HR 0001636661-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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