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FS Specialty Lending Fund shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of FS Specialty Lending Fund (FSSL) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in FS Specialty Lending Fund

Tip: Access up to 7 years of quarterly data

All positions including FS Specialty Lending Fund held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FS Specialty Lending Fund by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $441k 31k 14.14

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
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Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
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Dimensional Etf Trust Us High Profitab (DUHP)
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding FS Specialty Lending Fund

Cambridge Investment Research Advisors
COFG Advisors
Prime Capital Investment Advisors
Riverbrige Partners
Certior Financial Group
CWM
Kraft, Davis & Associates
Rsm Us Wealth Management
West Michigan Advisors
Wealth Enhancement Advisory Services
Huntleigh Advisors
WealthPlan Investment Management
PFG Investments
CX Institutional
Diversified Enterprises

View all funds holding FS Specialty Lending Fund