Skip to main content

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

OCSL holding history

Oaktree Specialty Lending Corp in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OCSL overviewAll 13F holders of OCSLFull Q2 2026 holdings

Shares (Q2 2026)
65,078
Value
$777.0K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2022
Holdings of OCSL by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202665,078$777.0K<0.1%+7,073+12.2%AddedHolders
Q1 202658,005$655.5K<0.1%+30,257+109.0%AddedHolders
Q4 202527,748$353.5K<0.1%+12,961+87.7%AddedHolders
Q3 202514,787$193.0K<0.1%+1,815+14.0%AddedHolders
Q2 202512,972$177.2K<0.1%+11,326+688.1%AddedHolders
Q1 20251,646$25.3K<0.1%00.0%UnchangedHolders
Q4 20241,646$25.2K<0.1%+100+6.5%AddedHolders
Q3 20241,546$25.2K<0.1%+1,546NewHolders
Q1 20230$00.0%−5,510−100.0%Sold outConverted for a 1-for-3 splitHolders
Q4 202216,530$113.6K<0.1%+16,530NewHolders