SUMMIT WEALTH GROUP LLC / CO
Position in FSCO — FS Credit Opportunities Corp.
CIK 2081278
COLORADO SPRINGS, CO
Position in FSCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$411,205
+$88,809 QoQ
Shares Held
82,406
+30.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#83
of 261 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,361,129 across 6 Asset Management names. FSCO ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
This page
|
82,406 | $411,205 | |
| 2 | BLK |
BlackRock, Inc.
|
322 | $309,622 | |
| 3 | BX |
Blackstone Inc.
|
2,501 | $294,292 | |
| 4 | FSK |
FS KKR Capital Corp
|
20,582 | $216,111 | |
| 5 | CION |
CION Investment Corp
|
10,541 | $65,670 | |
| 6 | GAB |
Gabelli Equity Trust Inc
|
11,348 | $64,229 |
All Filings in FSCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,205 | 82,406 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $322,396 | 63,215 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,157,807 | 183,779 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $101,970 | 14,757 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,697,721 | 233,846 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||