Wills Financial Group LLC: OCSL position timeline

Wills Financial Group LLC held 0 OCSL shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -295,317 shares

   13F-HR 0002059579-26-000002 filed by Wills Financial Group LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 295,317 shares

   Change vs previous 13F +62,588 shares

   1.44% of the 13F portfolio, value $3,762,344.

   13F-HR 0002059579-26-000001 filed by Wills Financial Group LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 232,729 shares

   Change vs previous 13F -79 shares

   1.25% of the 13F portfolio, value $3,037,116.

   13F-HR 0002059579-25-000007 filed by Wills Financial Group LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 232,808 shares

   Change vs previous 13F +973 shares

   1.38% of the 13F portfolio, value $3,180,159.

   13F-HR 0002059579-25-000004 filed by Wills Financial Group LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 231,835 shares

   Change vs previous 13F not available

   1.58% of the 13F portfolio, value $3,560,985.

   13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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