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Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

OCSL holding history

Oaktree Specialty Lending Corp in every 13F filed by Blue Zone Wealth 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of OCSL by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−155,381−100.0%Sold outConverted for a 1-for-3 splitHolders
Q4 2022466,143$3.20M1.7%+5,980+1.3%AddedHolders
Q3 2022460,163$2.76M1.4%+3,138+0.7%AddedHolders
Q2 2022457,025$2.99M1.4%−497,377−52.1%ReducedHolders
Q1 2022954,402$7.03M2.6%−9,188−1.0%ReducedHolders
Q4 2021963,590$7.19M2.4%+19,196+2.0%AddedHolders
Q3 2021944,394$6.67M2.3%+44,763+5.0%AddedHolders
Q2 2021899,631$6.02M2.3%+34,002+3.9%AddedHolders
Q1 2021865,629$5.37M2.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.