Filer Snapshot

Leonard M. Tannenbaum

CIK 0001200461. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

40

Latest filing

26 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for AFCG. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

AFCG

25 Aug 2026 · 30% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 26 Aug 2026 for CIK 0001200461.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$357.25M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$357.25M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

OCSL AFCG SUNS TCG Strategic Income Fund

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

SUNS AFCG
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
525 Okeechobee Blvd., Suite 1650, West Palm Beach, FL, 33401

Filer intelligence

What SEC filings say about Leonard M. Tannenbaum

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 2 recent 13D/G stake rows found; top row is AFCG at 30% ownership.
  • Forms 3/4/5 show insider context for OCSL worth $299.51M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 2 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

AFCG

25 Aug 2026 · Common Stock

30%
Issuer page 13D/G history

SUNS

30 Dec 2025 · Common Stock

27%
Issuer page 13D/G history

Forms 3/4/5 insider context

OCSL

28 Dec 2021

$299.51M
Issuer page Owner page

AFCG

26 Aug 2026 · 10% owner

$24.5M
Issuer page Owner page

SUNS

13 Aug 2026 · Executive Chairman · 10% owner

$24.41M
Issuer page Owner page

TCG Strategic Income Fund

30 Mar 2026 · 10% owner

$8.83M
Issuer page Owner page

Latest update

What changed recently for Leonard M. Tannenbaum

Ownership report updated

Latest ownership report period: 26 Aug 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Aug 2026

Page type

Ownership filings

Latest period

26 Aug 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 28 Aug 2026.

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SEC filing record

CIK 0001200461 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
40
First seen
07 May 2021
Latest filing
26 Aug 2026
Entity
Individual

Observed form types

3 4 4/A SCHEDULE 13D SCHEDULE 13D/A

CIK-linked evidence first

Leonard M. Tannenbaum SEC filings Leonard M. Tannenbaum 13D/G history Leonard M. Tannenbaum owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 40 SEC filings for Leonard M. Tannenbaum.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
26 Aug 2026
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
13 Aug 2026
Reporting date
11 Aug 2026
SEC evidence
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4

4 filing

Filing date
11 Aug 2026
Reporting date
07 Aug 2026
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
18 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
24 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
11 Mar 2026
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
27 Jan 2026
Reporting date
26 Jan 2026
SEC evidence
Open document Open filing
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4

4 filing

Filing date
23 Jan 2026
Reporting date
21 Jan 2026
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
02 Jan 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
24 Nov 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
29 Aug 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
26 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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