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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

OCSL holding history

Oaktree Specialty Lending Corp in every 13F filed by Naviter Wealth, 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)
208,294
Value
$2.49M
% of portfolio
0.2%
Quarters held
10
Since Q1 2023
Holdings of OCSL by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026208,294$2.49M0.2%+42,214+25.4%AddedHolders
Q1 2026166,080$1.88M0.2%+41,607+33.4%AddedHolders
Q4 2025124,473$1.59M0.2%−36,389−22.6%ReducedHolders
Q3 2025160,862$2.10M0.2%−14,975−8.5%ReducedHolders
Q2 2025175,837$2.40M0.3%+19,790+12.7%AddedHolders
Q1 2025156,047$2.49M0.3%+2,316+1.5%AddedHolders
Q4 2024153,731$2.35M0.3%+153,731NewHolders
Q4 20230$00.0%−11,537−100.0%Sold outHolders
Q3 202311,537$232.1K0.1%00.0%UnchangedHolders
Q2 202311,537$224.2K0.1%00.0%UnchangedHolders
Q1 202311,537$216.5K0.1%+11,537NewHolders