Skip to content
Disclosery

FIDUCIARY FINANCIAL GROUP, LLC: OCSL position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 187,111 OCSL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 187,111 shares
    Change vs previous 13F +1,841 shares

    0.26% of the 13F portfolio, value $2,226,621.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 185,270 shares
    Change vs previous 13F +31,226 shares

    0.25% of the 13F portfolio, value $2,212,124.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, 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 154,044 shares
    Change vs previous 13F +31,221 shares

    0.23% of the 13F portfolio, value $1,740,697.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, 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 122,823 shares
    Change vs previous 13F +43,766 shares

    0.22% of the 13F portfolio, value $1,564,765.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, 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 79,057 shares
    Change vs previous 13F +18,600 shares

    0.16% of the 13F portfolio, value $1,031,694.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, 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 60,457 shares
    Change vs previous 13F +6,847 shares

    0.15% of the 13F portfolio, value $831,284.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, 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 53,610 shares
    Change vs previous 13F +35,595 shares

    0.16% of the 13F portfolio, value $726,412.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, 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 18,015 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $269,502.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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