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Ofs Credit Company shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Ofs Credit Company (OCCI) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Ofs Credit Company

Tip: Access up to 7 years of quarterly data

All positions including Ofs Credit Company held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ofs Credit Company by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $15 6 2.50

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Ofs Credit Company

Virtus Investment Advisers
Morgan Stanley
Kestra Advisory Services
Meridian Wealth Management
Jane Street
LPL Financial
Citadel Advisors
Hrt Financial
Cetera Investment Advisers
Advisory Solutions Group
Two Sigma Securities
Boothbay Fund Management
Prospera Financial Services
Private Advisor
One Capital Management

View all funds holding Ofs Credit Company