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Disclosery

Creative Planning: OCSL position timeline

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

Creative Planning held 50,048 OCSL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,048 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $597,567.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 49,887 shares
    Change vs previous 13F -3,282 shares

    <0.01% of the 13F portfolio, value $563,721.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 53,169 shares
    Change vs previous 13F +2,253 shares

    <0.01% of the 13F portfolio, value $677,378.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 50,916 shares
    Change vs previous 13F -2,212 shares

    <0.01% of the 13F portfolio, value $664,448.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 53,128 shares
    Change vs previous 13F +996 shares

    <0.01% of the 13F portfolio, value $725,733.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 52,132 shares
    Change vs previous 13F +10,255 shares

    <0.01% of the 13F portfolio, value $800,748.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 41,877 shares
    Change vs previous 13F -3,349 shares

    <0.01% of the 13F portfolio, value $639,885.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 45,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $737,633.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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