Ares Capital Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Ares Capital Corporation (ARCC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ares Capital Corporation
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Quarterly reported holdings in Ares Capital Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 10k | 20.41 |
| 2025-06-30 | $221k | 10k | 21.96 |
| 2025-03-31 | $205k | 9.3k | 22.16 |
| 2024-12-31 | $207k | 9.5k | 21.89 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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