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Integrated Wealth Concepts LLC

Position in ARCC — Ares Capital Corp

CIK 1737109 WALTHAM, MA

Position in ARCC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,853,778
+$799,230 QoQ
Shares Held
100,042
+71.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#204
of 781 holders
Holding Since
Mar 2021
22 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, 2026

Integrated Wealth Concepts LLC holds $168,150,866 across 327 Asset Management names. ARCC ranks #21 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ARCC

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,853,778 100,042
2026-03-31 $1,054,548 58,521
2025-12-31 $756,622 37,401
2025-09-30 $954,310 46,757
2025-06-30 $1,055,090 48,046
2025-03-31 $912,859 41,194
2024-12-31 $979,336 44,739
2024-09-30 $724,503 34,599
2024-06-30 $636,141 30,525
2024-03-31 $561,661 26,977
2023-12-31 $461,130 23,022
2023-09-30 $451,898 23,210
2023-06-30 $347,239 18,480
2023-03-31 $322,520 17,653
2022-12-31 $285,269 15,445
2022-09-30 $221,836 13,142
2022-06-30 $225,989 12,604
2022-03-31 $299,291 14,286
2021-12-31 $279,580 13,194
2021-09-30 $264,432 13,007
2021-06-30 $250,379 12,781
2021-03-31 $226,353 12,098