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Ares Capital Corporation shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Ares Capital Corporation (ARCC) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Ares Capital Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ares Capital Corporation by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $219k 10k 21.89
2024-09-30 $244k 11k 22.21
2024-06-30 $229k 11k 20.84
2024-03-31 $229k 11k 20.82
2023-12-31 $220k 11k 20.03

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)

View all positions for Forthright Family Wealth Advisory

Top funds holding Ares Capital Corporation

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
Allen Investment Management

View all funds holding Ares Capital Corporation