Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

OTF holding history

Blue Owl Technology Finance Corp. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTF overview All 13F holders of OTF Full Q2 2026 holdings

Shares (Q2 2026): 8,829
Value: $91.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of OTF by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,829	$91.4K	<0.1%	+191+2.2%	Added	Holders
Q1 2026	8,638	$107.0K	<0.1%	+138+1.6%	Added	Holders
Q4 2025	8,500	$123.6K	<0.1%	+8,500	New	Holders