SUMMIT WEALTH GROUP LLC / CO
Position in FSSL — FS Specialty Lending Fund
CIK 2081278
COLORADO SPRINGS, CO
Position in FSSL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$541,482
+$100,611 QoQ
Shares Held
43,284
+38.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FSSL Over Time
Shares Held
Position Value (USD)
All Filings in FSSL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,482 | 43,284 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $440,871 | 31,179 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||