Position in FSCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$79,790
-$103,973 QoQ
Shares Held
15,990
-55.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#193
of 261 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSCO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthPLAN Partners, LLC holds $2,027,951 across 4 Asset Management names. FSCO ranks #4 (3.9% of the industry book) .
All Filings in FSCO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,790 | 15,990 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $183,763 | 36,032 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $227,001 | 36,032 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $248,981 | 36,032 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $261,592 | 36,032 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $254,025 | 36,032 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $245,738 | 36,032 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $228,803 | 36,032 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $229,523 | 36,032 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,946,166 | 496,824 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,782,286 | 490,703 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $886,814 | 163,619 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $218,352 | 45,969 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $143,332 | 32,282 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,811,301 | 384,565 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||