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WFA of San Diego, LLC

Position in ARCC — Ares Capital Corp

CIK 1821407 SAN DIEGO, CA

Position in ARCC

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$27,030
-$6,349 QoQ
Shares Held
1,500
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in ARCC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

WFA of San Diego, LLC holds $492,471 across 19 Asset Management names. ARCC ranks #6 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 ARCC
Ares Capital Corp
This page
1,500 $27,030

All Filings in ARCC

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $27,030 1,500
2025-12-31 $33,379 1,650
2025-09-30 $33,676 1,650
2025-06-30 $36,234 1,650
2024-09-30 $3,141 150
2024-06-30 $3,126 150
2023-09-30 $3,894 200
2023-06-30 $3,758 200
2022-12-31 $73,880 4,000