BRANDYWINE OAK PRIVATE WEALTH LLC

Position in ARCC — Ares Capital Corp

CIK 1764694 Kennett Square, PA

Position in ARCC

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$191,624

-$118,316 QoQ

Shares Held

10,634

-24.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $3,187,978 across 5 Asset Management names.

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	12,811	$1,507,470
2	BLK	BlackRock, Inc.	1,069	$1,027,907
3	BBN	BlackRock Taxable Municipal Bond Trust	18,000	$291,060
4	MQY	Blackrock Muniyield Quality Fund, Inc.	15,780	$183,048
5	VPV	Invesco Pennsylvania Value Municipal Income Trust	15,768	$178,493

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$191,624	10,634	-24.9%	Shares	Sole	2026-04-20
2024-12-31	$309,940	14,159	-25.8%	Shares	Sole	2025-01-27
2024-09-30	$399,828	19,094	+6.5%	Shares	Sole	2024-11-07
2024-06-30	$373,536	17,924	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$372,136	17,874	-5.5%	Shares	Sole	2024-05-07
2023-12-31	$379,047	18,924	+1.2%	Shares	Sole	2024-02-05
2023-09-30	$364,089	18,700	-1.3%	Shares	Sole	2023-11-14
2023-06-30	$356,070	18,950	+0.5%	Shares	Sole	2023-08-11
2023-03-31	$344,389	18,850	0.0%	Shares	Sole	2023-05-10
2022-12-31	$348,159	18,850	-6.3%	Shares	Sole	2023-02-06
2022-09-30	$339,541	20,115	-11.6%	Shares	Sole	2022-11-14
2022-06-30	$407,907	22,750	-3.4%	Shares	Sole	2022-07-22
2022-03-31	$493,372	23,550	+0.4%	Shares	Sole	2022-05-02
2021-12-31	$496,947	23,452	-23.1%	Shares	Sole	2022-02-07
2021-09-30	$620,349	30,514	+84.8%	Shares	Sole	2021-10-18
2021-06-30	$323,450	16,511	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.