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Valeo Financial Advisors, LLC: OCSL position timeline

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

Valeo Financial Advisors, LLC held 35,600 OCSL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,600 shares
    Change vs previous 13F +8,100 shares

    0.01% of the 13F portfolio, value $423,640.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,500 shares
    Change vs previous 13F -8,333 shares

    0.01% of the 13F portfolio, value $328,350.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, 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 35,833 shares
    Change vs previous 13F +20,285 shares

    0.01% of the 13F portfolio, value $404,913.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, 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 15,548 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $198,082.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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