Highline Wealth Partners’s OFS Credit Co OCCI Stock Holding History

Highline Wealth Partners’s Portfolio OCCI Stock Details OCCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28K	Hold	500	–	–	﹤0.01%	1240
2026 Q1	$1.45K	Hold	500	–	–	﹤0.01%	1110
2025 Q4	$2.42K	Hold	500	–	–	﹤0.01%	816
2025 Q3	$2.71K	Buy	+500	New	+$2.95K	﹤0.01%	789

Other funds holding OCCI

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Highline Wealth Partners's OCCI Position: Q2 2026 in Review

Highline Wealth Partners held its OFS Credit Co (OCCI) position steady in Q2 2026 at 500 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Highline Wealth Partners first reported a position in OCCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.71K in Q3 2025. 2 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

Highline Wealth Partners held 500 shares of OFS Credit Co worth $1.28K as of Q2 2026.
Highline Wealth Partners left its OFS Credit Co share count unchanged in Q2 2026.
OFS Credit Co made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1240 holding.
Highline Wealth Partners first reported a position in OFS Credit Co in Q3 2025 and has held it in 4 quarters since.
Highline Wealth Partners's OFS Credit Co position peaked at $2.71K in Q3 2025.
2 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.