Measured Wealth Private Client Group, LLC
Position in ARCC — Ares Capital Corp
CIK 1720235
PORTSMOUTH, NH
Position in ARCC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,358
-$109,213 QoQ
Shares Held
613
-90.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#722
of 781 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $1,972,279 across 21 Asset Management names. ARCC ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
14,664 | $809,746 | |
| 2 | STT |
State Street Corp
|
1,832 | $310,707 | |
| 3 | BLK |
BlackRock, Inc.
|
286 | $275,006 | |
| 4 | NTRS |
Northern Trust Corp
|
1,516 | $263,541 | |
| 5 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
3,022 | $79,025 | |
| 6 | APO |
Apollo Global Management, Inc.
|
550 | $65,070 | |
| 7 | BX |
Blackstone Inc.
|
399 | $46,950 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
|
685 | $23,653 |
All Filings in ARCC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,358 | 613 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $120,571 | 6,691 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $199,791 | 9,876 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $730,351 | 35,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $803,560 | 36,592 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $810,014 | 36,553 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $778,780 | 35,577 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $745,861 | 35,619 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $713,853 | 34,254 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $672,673 | 32,309 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $607,049 | 30,307 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $554,778 | 28,494 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $483,767 | 25,746 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $398,961 | 21,837 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $312,383 | 16,913 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||