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Ares Capital Corporation shares owned by HB Wealth Management

Quarter-by-quarter ownership of Ares Capital Corporation (ARCC) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Ares Capital Corporation

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All positions including Ares Capital Corporation held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Capital Corporation by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 208k 20.82
2023-12-31 $3.3M 164k 20.03
2023-09-30 $2.4M 122k 19.47
2023-06-30 $1.6M 88k 18.79
2023-03-31 $1.3M 70k 18.28
2022-12-31 $1.3M 69k 18.47
2022-09-30 $940k 56k 16.89
2022-06-30 $1.3M 71k 17.93
2022-03-31 $2.5M 121k 20.95
2021-12-31 $3.4M 160k 21.19

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
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Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

Top funds holding Ares Capital Corporation

Royal Bank of Canada
Van Eck Associates Corp.
Bank of America Corporation
Legal & General Group
Two Sigma Advisers
Two Sigma Investments
UBS Group
Wells Fargo & Company
Advisors Capital Management
Citadel Advisors
Millennium Management
Stifel Financial
Sound Income Strategies
CCLA Investment Management
Border to Coast Pensions Partnership

View all funds holding Ares Capital Corporation