Creative Planning
Holdings in OCSL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $677,373 | 53,169 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $664,453 | 50,916 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $725,728 | 53,128 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $800,747 | 52,132 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $639,880 | 41,877 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $737,636 | 45,226 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $14,671 | 780 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $802,757 | 40,832 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $580,234 | 28,415 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $309,566 | 15,386 | Shares | Sole | 2023-11-16 |
| 2023-03-31 | $191,416 | 10,198 | Shares | Sole | 2023-05-15 |