Clarion Wealth Managment Partners, LLC FSSL β€” FS SPECIALTY LENDING FD

Ownership history in Clarion Wealth Managment Partners, LLC  Β·  2 quarters on record

AI Ownership Summary

Clarion Wealth Managment Partners, LLC reported FS SPECIALTY LENDING FD (FSSL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows FSSL at 0.18% 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.

What this FSSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarion Wealth Managment Partners, LLC's position in FS SPECIALTY LENDING FD, 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

FSSL was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

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

Time in book
Holding Window
2025 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.

How Clarion Wealth Managment Partners, LLC held FSSL β€” position size vs. price
% of Fund (quarterly)    FSSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 15,742 β€” 0% 0.18% $197K 2026-05-08 $11.86
2025 Q4 INITIATED β€” β€” β€” 15,742 β€” β€” 0.21% $223K 2026-02-05 $12.81

FAQ About Clarion Wealth Managment Partners, LLC and FSSL

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

How long has Clarion Wealth Managment Partners, LLC reported owning FSSL?

Clarion Wealth Managment Partners, LLC reported FSSL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FSSL position in Clarion Wealth Managment Partners, LLC's portfolio?

The largest reported portfolio weight for FSSL was 0.21% in 2025 Q4.

What is the latest reported FSSL position on this page?

The most recent filing on this page is 2026 Q1, when Clarion Wealth Managment Partners, LLC reported 15,742 shares, equal to 0.18% of portfolio, with an estimated market value of $197K.

What does the chart on this FSSL ownership page compare?

The chart compares Clarion Wealth Managment Partners, LLC's quarterly FSSL 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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