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Disclosery

Plan Group Financial, LLC: OCSL position timeline

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

Plan Group Financial, LLC held 202,342 OCSL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,342 shares
    Change vs previous 13F +41,336 shares

    0.5% of the 13F portfolio, value $2,415,968.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 161,006 shares
    Change vs previous 13F +31,050 shares

    0.43% of the 13F portfolio, value $1,819,367.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 129,956 shares
    Change vs previous 13F +15,728 shares

    0.43% of the 13F portfolio, value $1,655,635.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 114,228 shares
    Change vs previous 13F +22,077 shares

    0.4% of the 13F portfolio, value $1,490,681.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 92,151 shares
    Change vs previous 13F +17,503 shares

    0.41% of the 13F portfolio, value $1,258,781.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 74,648 shares
    Change vs previous 13F +31,054 shares

    0.41% of the 13F portfolio, value $1,146,598.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 43,594 shares
    Change vs previous 13F +4,976 shares

    0.35% of the 13F portfolio, value $666,114.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 38,618 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $629,867.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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