Stonebridge Financial Planning Group, LLC
Position in ARCC — Ares Capital Corp
CIK 1802494
ORLANDO, FL
Position in ARCC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,477,189
-$317,515 QoQ
Shares Held
81,975
-7.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
4.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Stonebridge Financial Planning Group, LLC holds $2,739,391 across 5 Asset Management names. ARCC ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
This page
|
81,975 | $1,477,189 | |
| 2 | APO |
Apollo Global Management, Inc.
|
3,500 | $389,970 | |
| 3 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
13,000 | $319,150 | |
| 4 | MCR |
Mfs Charter Income Trust
|
51,149 | $309,962 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
28,074 | $243,120 |
All Filings in ARCC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,477,189 | 81,975 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,794,704 | 88,715 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,826,960 | 89,513 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,987,248 | 90,494 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,953,381 | 88,149 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,901,387 | 86,861 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,817,068 | 86,775 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,765,252 | 84,705 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,776,966 | 85,349 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,708,418 | 85,293 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,644,514 | 84,464 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,614,662 | 85,932 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,537,420 | 84,150 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,564,722 | 84,717 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,429,465 | 84,684 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,466,727 | 81,803 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,699,401 | 81,117 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,721,772 | 81,254 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,650,735 | 81,197 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,671,712 | 85,335 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,583,913 | 84,656 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,411,108 | 83,547 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,127,997 | 80,860 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,180,001 | 81,661 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $864,717 | 80,215 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||