Position in ARCC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,497,869
+$336,004 QoQ
Shares Held
296,701
+3.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#114
of 781 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Obermeyer Wealth Partners holds $40,066,803 across 10 Asset Management names. ARCC ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
642,466 | $27,362,626 | |
| 2 | ARCC |
Ares Capital Corp
This page
|
296,701 | $5,497,869 | |
| 3 | ARES |
Ares Management Corp
|
24,610 | $2,739,339 | |
| 4 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
101,069 | $1,503,906 | |
| 5 | BLK |
BlackRock, Inc.
|
744 | $715,400 | |
| 6 | PFG |
Principal Financial Group Inc
|
6,534 | $704,234 | |
| 7 | TROW |
Price T Rowe Group Inc
|
4,326 | $491,822 | |
| 8 | KKR |
KKR & Co. Inc.
|
4,814 | $441,828 |
All Filings in ARCC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,497,869 | 296,701 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,161,865 | 286,452 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,358,044 | 413,151 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,554,945 | 370,159 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,730,037 | 169,856 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,644,344 | 164,456 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,828,845 | 174,913 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,266,954 | 156,015 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,136,190 | 150,489 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,887,817 | 138,704 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $924,084 | 46,135 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $805,532 | 41,373 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $726,496 | 38,664 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $678,237 | 37,123 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $613,000 | 33,189 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $363,612 | 21,541 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $445,560 | 24,850 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $532,737 | 25,429 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $607,559 | 28,672 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $392,450 | 19,304 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $308,327 | 15,739 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $294,476 | 15,739 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $234,466 | 13,882 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||