BURKETT FINANCIAL SERVICES, LLC FCCO First Community Corp S C

Ownership history in BURKETT FINANCIAL SERVICES, LLC  ·  11 quarters on record

AI Ownership Summary

BURKETT FINANCIAL SERVICES, LLC reported First Community Corp S C (FCCO) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows FCCO at 0.00% 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 FCCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURKETT FINANCIAL SERVICES, LLC's position in First Community Corp S C, 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 Q2

FCCO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How BURKETT FINANCIAL SERVICES, LLC held FCCO — position size vs. price
% of Fund (quarterly)    FCCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 299 +1 +0.3% 0.00% $10K 2026-07-02 $32.93
2026 Q1 ADDED 298 +2 +0.7% 0.00% $9K 2026-04-01 $29.19
2025 Q4 REDUCED 57.9% -0.9% 296 -407 -57.9% 0.00% $9K 2026-01-05 $29.30
2025 Q3 ADDED 703 +5 +0.7% 0.01% $20K 2025-11-24 $27.90
2025 Q2 ADDED 698 +4 +0.6% 0.01% $17K 2025-07-01 $24.41
2025 Q1 ADDED 694 +4 +0.6% 0.01% $16K 2025-04-11 $20.03
2024 Q4 ADDED 690 +4 +0.6% 0.01% $17K 2025-01-06 $22.79
2024 Q3 ADDED 686 +5 +0.7% 0.01% $15K 2024-10-08 $20.11
2024 Q2 ADDED 681 +5 +0.7% 0.01% $12K 2024-07-10 $16.61
2024 Q1 ADDED 676 +6 +0.9% 0.01% $12K 2024-04-01 $16.32
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BURKETT FINANCIAL SERVICES, LLC and FCCO

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

How long has BURKETT FINANCIAL SERVICES, LLC reported owning FCCO?

BURKETT FINANCIAL SERVICES, LLC reported FCCO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FCCO position in BURKETT FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for FCCO was 0.01% in 2025 Q3.

What is the latest reported FCCO position on this page?

The most recent filing on this page is 2026 Q2, when BURKETT FINANCIAL SERVICES, LLC reported 299 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this FCCO ownership page compare?

The chart compares BURKETT FINANCIAL SERVICES, LLC's quarterly FCCO 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.

How well did BURKETT FINANCIAL SERVICES, LLC time their FCCO position?

Based on 13F filing dates vs. subsequent FCCO price moves, BURKETT FINANCIAL SERVICES, LLC correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on FCCO relative to SPY over the holding period was +11.0%.

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