Heritage Family Offices, LLP
Family OfficePosition in FSCO — FS Credit Opportunities Corp.
CIK 2019316
SCOTTSDALE, AZ
Position in FSCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$107,913
-$2,379 QoQ
Shares Held
21,626
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#158
of 261 holders
Holding Since
Sep 2024
6 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, 2026Heritage Family Offices, LLP holds $1,094,815 across 2 Asset Management names. FSCO ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
5,819 | $986,902 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
This page
|
21,626 | $107,913 |
All Filings in FSCO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,913 | 21,626 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $110,292 | 21,626 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $201,423 | 31,972 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $224,063 | 32,426 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $235,412 | 32,426 | Shares | Sole | 2025-07-09 | |
| 2024-09-30 | $227,996 | 35,905 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||