FSCO — FS CREDIT OPPORTUNITIES CORP

Ownership history in Compound Planning, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in FS CREDIT OPPORTUNITIES CORP (FSCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 86,607 +5,266 +6.5% 0.02% $598K $6.54
2025 Q2 ADDED 81,341 +364 +0.4% 0.02% $591K $6.69
2025 Q1 ADDED 80,977 +11,828 +17.1% 0.03% $571K $6.31
2024 Q4 ADDED 69,149 +4,192 +6.5% 0.02% $472K $5.94
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FSCO price (monthly, adj. close)

Other funds also holding FSCO

As of 2025 Q4 — sorted by position size

VISTA FINANCE, LLC 3Y 8.63% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 4.05% Matisse Capital 3Y 7Y 2.52% Fund Advisors of America Inc/FL 1.81% CERTIOR FINANCIAL GROUP, LLC 1.23% Ellis Investment Partners, LLC 3Y 7Y 0.93% Castleview Partners, LLC 3Y 7Y 0.92% Wagner Wealth Management, LLC 3Y 7Y 0.53% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.41% Concorde Asset Management, LLC 3Y 7Y 0.37%
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