Accel Wealth Management

Position in ARCC — Ares Capital Corp

CIK 1838226 WAVERLY, IA

Position in ARCC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,054,264

+$68,390 QoQ

Shares Held

56,895

+4.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#286

of 781 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accel Wealth Management holds $18,803,473 across 19 Asset Management names. ARCC ranks #7 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTY	Pimco Corporate & Income Opportunity Fund	448,727	$5,398,185
2	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	74,654	$2,066,422
3	GAB	Gabelli Equity Trust Inc	323,540	$1,831,236
4	UTF	Cohen & Steers Infrastructure Fund Inc	66,098	$1,823,643
5	BX	Blackstone Inc.	11,969	$1,408,392
6	RVT	Royce Small-Cap Trust, Inc.	65,508	$1,209,932
7	ARCC	Ares Capital Corp This page	56,895	$1,054,264
8	AMP	Ameriprise Financial Inc	1,574	$722,088

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,054,264	56,895	+4.0%	Shares	Sole	2026-07-10
2026-03-31	$985,874	54,710	-0.7%	Shares	Sole	2026-04-08
2025-12-31	$1,115,118	55,122	-10.9%	Shares	Sole	2026-01-20
2025-09-30	$1,262,603	61,862	+20.3%	Shares	Sole	2025-10-08
2025-06-30	$1,128,963	51,410	+2.1%	Shares	Sole	2025-07-22
2025-03-31	$1,115,667	50,346	+7.9%	Shares	Sole	2025-04-10
2024-12-31	$1,021,781	46,678	+2.0%	Shares	Sole	2025-01-21
2024-09-30	$958,633	45,780	-7.9%	Shares	Sole	2024-10-15
2024-06-30	$1,036,289	49,726	+29.9%	Shares	Sole	2024-07-12
2024-03-31	$797,052	38,283	+43.4%	Shares	Sole	2024-04-19
2023-12-31	$534,861	26,703	+2850.6%	Shares	Sole	2024-01-18
2023-03-31	$16,534	905	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.