AVAII WEALTH MANAGEMENT, LLC
Position in OCSL — Oaktree Specialty Lending Corp
CIK 1904431
APPLETON, WI
Position in OCSL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$578,221
-$2,506 QoQ
Shares Held
51,170
+12.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OCSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026AVAII WEALTH MANAGEMENT, LLC holds $578,221 across 1 Asset Management name. OCSL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OCSL |
Oaktree Specialty Lending Corp
This page
|
51,170 | $578,221 |
All Filings in OCSL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $578,221 | 51,170 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $580,727 | 45,583 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $548,935 | 42,064 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $385,375 | 28,212 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $246,881 | 16,073 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||