SUMMIT WEALTH GROUP LLC / CO
Position in FSSL — FS Specialty Lending Fund
CIK 2081278
COLORADO SPRINGS, CO
Position in FSSL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$639,965
+$98,483 QoQ
Shares Held
57,396
+32.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#55
of 257 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSSL Over Time
Shares Held
Position Value (USD)
All Filings in FSSL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,965 | 57,396 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||