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Ares Capital Corporation shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in Ares Capital Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ares Capital Corporation by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $357k 18k 20.41
2025-06-30 $404k 18k 21.96
2025-03-31 $413k 19k 22.16
2024-12-31 $403k 18k 21.89

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
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Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Mega Grwth Ind (MGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

Top funds holding Ares Capital Corporation

Morgan Stanley
Van Eck Associates Corp.
UBS Group
Jpmorgan Chase & Co
Generali Asset Management SPA SGR
Legal & General Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Confluence Investment Management
Royal Bank of Canada
BlackRock
Raymond James Financial
Citadel Advisors
Advisors Capital Management

View all funds holding Ares Capital Corporation