WealthPlan Investment Management, LLC
Position in FSCO — FS Credit Opportunities Corp.
CIK 1929986
OMAHA, NE
Position in FSCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$141,770
-$317,928 QoQ
Shares Held
28,411
-68.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#135
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 Investment Management, LLC holds $3,428,150 across 5 Asset Management names. FSCO ranks #5 (4.1% of the industry book) .
All Filings in FSCO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,770 | 28,411 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $459,698 | 90,137 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $602,185 | 95,585 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $744,296 | 107,713 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $849,768 | 117,048 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $920,525 | 130,571 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,009,857 | 148,073 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,082,929 | 170,540 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,164,467 | 182,805 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,164,408 | 196,359 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,172,680 | 206,822 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,141,105 | 210,536 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $871,435 | 183,460 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $152,980 | 34,455 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,825,647 | 387,611 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||