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Disclosery

Cornerstone Advisory, LLC: OCSL position timeline

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

Cornerstone Advisory, LLC held 24,911 OCSL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,911 shares
    Change vs previous 13F -18,791 shares

    0.02% of the 13F portfolio, value $297,442.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, 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 43,702 shares
    Change vs previous 13F +844 shares

    0.05% of the 13F portfolio, value $493,830.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, 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 42,858 shares
    Change vs previous 13F -9,783 shares

    0.05% of the 13F portfolio, value $546,014.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, 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 52,641 shares
    Change vs previous 13F -34,648 shares

    0.07% of the 13F portfolio, value $686,960.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, 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 87,289 shares
    Change vs previous 13F -324 shares

    0.13% of the 13F portfolio, value $1,192,374.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, 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 87,613 shares
    Change vs previous 13F -84,620 shares

    0.14% of the 13F portfolio, value $1,176,648.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, 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 172,233 shares
    Change vs previous 13F +107,822 shares

    0.31% of the 13F portfolio, value $2,717,831.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, 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 64,411 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,079,437.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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