FSK — FS KKR CAP CORP

Ownership history in Boyce & Associates Wealth Consulting, Inc.  ·  16 quarters on record

AI Ownership Summary

Boyce & Associates Wealth Consulting, Inc. reported FS KKR CAP CORP (FSK) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.02% in 2023 Q4. The latest visible filing shows FSK at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boyce & Associates Wealth Consulting, Inc.'s position in FS KKR CAP CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FSK was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FSK stock page Boyce & Associates Wealth Consulting, Inc. fund profile Boyce & Associates Wealth Consulting, Inc. full holdings
How Boyce & Associates Wealth Consulting, Inc. held FSK — position size vs. price
% of Fund (quarterly)    FSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 35,248 — 0% 0.27% $359K 2026-04-13 $10.37
2025 Q4 UNCHANGED 35,248 — 0% 0.44% $522K 2026-01-20 $13.69
2025 Q3 UNCHANGED 35,248 — 0% 0.43% $526K 2025-10-22 $13.74
2025 Q2 UNCHANGED 35,248 — 0% 0.67% $731K 2025-07-15 $19.04
2025 Q1 UNCHANGED 35,248 — 0% 0.74% $738K 2025-05-02 $16.87
2024 Q4 UNCHANGED 35,248 — 0% 0.77% $766K 2025-01-13 $17.50
2024 Q3 ADDED 35,248 +300 +0.9% 0.72% $695K 2024-10-08 $15.81
2024 Q2 REDUCED 34,948 -125 -0.4% 0.81% $690K 2024-08-06 $14.65
2024 Q1 UNCHANGED 35,073 — 0% 0.86% $669K 2024-04-10 $14.13
2023 Q4 REDUCED 35,073 -42 -0.1% 1.02% $700K 2024-02-02 $14.44
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FSK

As of 2026 Q1 — sorted by position size

Significant Wealth Partners LLC 2.22% FAMILY WEALTH PARTNERS, LLC 0.37% Ocean Park Asset Management, LLC 3Y 0.37% Intellectus Partners, LLC 3Y 7Y 0.27% Naviter Wealth, LLC 3Y 0.2% Prota Financial, LLC 0.19% U.S. Capital Wealth Advisors, LLC 3Y 0.16% DOVER ADVISORS, LLC 3Y 0.16% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.13% Bayshore Capital Advisors, LLC 0.12%

FAQ About Boyce & Associates Wealth Consulting, Inc. and FSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boyce & Associates Wealth Consulting, Inc. reported owning FSK?

Boyce & Associates Wealth Consulting, Inc. reported FSK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FSK position in Boyce & Associates Wealth Consulting, Inc.'s portfolio?

The largest reported portfolio weight for FSK was 1.02% in 2023 Q4.

What is the latest reported FSK position on this page?

The most recent filing on this page is 2026 Q1, when Boyce & Associates Wealth Consulting, Inc. reported 35,248 shares, equal to 0.27% of portfolio, with an estimated market value of $359K.

What does the chart on this FSK ownership page compare?

The chart compares Boyce & Associates Wealth Consulting, Inc.'s quarterly FSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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