FSK β€” FS KKR CAP CORP

Ownership history in Legacy Wealth Managment, LLC/ID  Β·  6 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported FS KKR CAP CORP (FSK) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 4.57% in 2024 Q3. The latest visible filing shows FSK at 1.47% 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 FSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Managment, LLC/ID'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
2025 Q4

FSK was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.57% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Legacy Wealth Managment, LLC/ID held FSK β€” position size vs. price
% of Fund (quarterly)    FSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 206,947 -80,118 -27.9% 1.47% $3.1M 2026-02-14 (Est.) $12.70
2025 Q3 ADDED 287,065 +118,658 +70.5% 1.94% $4.3M 2025-11-12 $14.26
2025 Q2 ADDED 168,407 +20,712 +14.0% 1.82% $3.5M 2025-08-06 $17.68
2025 Q1 REDUCED 147,695 -26,061 -15.0% 2.19% $3.1M 2025-05-16 $17.87
2024 Q4 REDUCED 173,756 -196,446 -53.1% 2.58% $4.0M 2025-02-13 $19.07
2024 Q3 INITIATED 370,202 β€” β€” 4.57% $7.8M 2024-11-15 $16.72

FAQ About Legacy Wealth Managment, LLC/ID and FSK

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

How long has Legacy Wealth Managment, LLC/ID reported owning FSK?

Legacy Wealth Managment, LLC/ID reported FSK across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported FSK position in Legacy Wealth Managment, LLC/ID's portfolio?

The largest reported portfolio weight for FSK was 4.57% in 2024 Q3.

What is the latest reported FSK position on this page?

The most recent filing on this page is 2025 Q4, when Legacy Wealth Managment, LLC/ID reported 206,947 shares, equal to 1.47% of portfolio, with an estimated market value of $3.1M.

What does the chart on this FSK ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID'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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