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Disclosery

Naviter Wealth, LLC: OCSL position timeline

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

Naviter Wealth, LLC held 208,294 OCSL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,294 shares
    Change vs previous 13F +42,214 shares

    0.23% of the 13F portfolio, value $2,487,035.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 166,080 shares
    Change vs previous 13F +41,607 shares

    0.23% of the 13F portfolio, value $1,876,705.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 124,473 shares
    Change vs previous 13F -36,389 shares

    0.21% of the 13F portfolio, value $1,585,790.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 160,862 shares
    Change vs previous 13F -14,975 shares

    0.24% of the 13F portfolio, value $2,099,250.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 175,837 shares
    Change vs previous 13F +19,790 shares

    0.3% of the 13F portfolio, value $2,401,936.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 156,047 shares
    Change vs previous 13F +2,316 shares

    0.3% of the 13F portfolio, value $2,491,525.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 153,731 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,349,010.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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