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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
2024-03-31 $229k 11k 20.82
2023-12-31 $220k 11k 20.03

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Ares Capital Corporation

Morgan Stanley
Van Eck Associates Corp.
Royal Bank of Canada
Bank of America Corporation
FMR
Legal & General Group
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Advisors Capital Management
Two Sigma Advisers
UBS Group
Stifel Financial
Ares Management
Sound Income Strategies

View all funds holding Ares Capital Corporation