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Cresset Asset Management, LLC: OCSL position timeline

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

Cresset Asset Management, LLC held 39,652 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 39,652 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $473,441.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 39,643 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $447,966.

    13F-HR 0001172661-26-002185 filed by Cresset Asset 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 ended2025-12-31
    13F 39,633 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $504,918.

    13F-HR 0001172661-26-001073 filed by Cresset Asset 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 ended2025-09-30
    13F/A 39,624 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $517,089.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset 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 ended2025-06-30
    13F/A 39,615 shares
    Change vs previous 13F -3,938 shares

    <0.01% of the 13F portfolio, value $541,144.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset 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 ended2025-03-31
    13F 43,553 shares
    Change vs previous 13F -2,021 shares

    <0.01% of the 13F portfolio, value $668,974.

    13F-HR 0001172661-25-001764 filed by Cresset Asset 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 ended2024-12-31
    13F 45,574 shares
    Change vs previous 13F -46,289 shares

    <0.01% of the 13F portfolio, value $696,371.

    13F-HR 0001172661-25-000925 filed by Cresset Asset 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 ended2024-09-30
    13F 91,863 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,498,286.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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