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

37

Latest filing

18 Jun 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

17 Jun 2026 · 29% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 18 Jun 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$357.23M

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

Forms 3/4/5 position value

3/4/5
$357.23M

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 SUNS AFCG 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 29% 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

17 Jun 2026 · Common Stock

29%
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

SUNS

19 Feb 2026 · Executive Chairman · 10% owner

$29.24M
Issuer page Owner page

AFCG

14 May 2026 · 10% owner

$19.65M
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

New filing available

Latest Schedule 13D/G period: 17 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

18 Jun 2026

Page type

Filer profile

Latest period

17 Jun 2026

Schedule 13D/G context is visible from filings filed on 18 Jun 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
37
First seen
07 May 2021
Latest filing
18 Jun 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 37 SEC filings for Leonard M. Tannenbaum.

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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
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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
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

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

SCHEDULE 13D/A filing

Filing date
02 May 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
20 Mar 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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