Position in FSK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$21,168
-$60,363 QoQ
Shares Held
2,016
-74.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#389
of 440 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Financial Life Planners holds $64,946 across 3 Asset Management names. FSK ranks #2 (32.6% of the industry book) .
All Filings in FSK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,168 | 2,016 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $81,531 | 8,009 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $147,030 | 9,848 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $200,403 | 9,658 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $198,564 | 9,478 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $205,862 | 9,478 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||