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Strategic Wealth Partners, Ltd.: OCSL position timeline

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

Strategic Wealth Partners, Ltd. held 2,989 OCSL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,989 shares
    Change vs previous 13F -31,000 shares

    <0.01% of the 13F portfolio, value $35,689.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    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 33,989 shares
    Change vs previous 13F -300 shares

    0.03% of the 13F portfolio, value $384,076.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    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 34,289 shares
    Change vs previous 13F -3,900 shares

    0.03% of the 13F portfolio, value $436,842.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    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 38,189 shares
    Change vs previous 13F +700 shares

    0.04% of the 13F portfolio, value $498,366.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    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 37,489 shares
    Change vs previous 13F -10,530 shares

    0.04% of the 13F portfolio, value $512,100.

    13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 48,019 shares
    Change vs previous 13F +200 shares

    0.06% of the 13F portfolio, value $752,938.

    13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 47,819 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $779,928.

    13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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