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Ares Capital Corporation shares owned by Oakwell Private Wealth Management

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

Historical chart of Oakwell Private Wealth Management investment in Ares Capital Corporation

Tip: Access up to 7 years of quarterly data

All positions including Ares Capital Corporation held by Oakwell Private 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 Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 11k 20.82
2023-12-31 $223k 11k 20.03
2023-09-30 $217k 11k 19.47
2023-06-30 $209k 11k 18.79
2023-03-31 $203k 11k 18.28
2022-12-31 $205k 11k 18.47

More positions owned by Oakwell Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Oakwell Private 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