Position in ARCC
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$22,633
-$4,475 QoQ
Shares Held
1,256
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $13,354,400 across 56 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,457 | $6,208,792 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,686 | $4,443,549 | |
| 3 | BMEZ |
BlackRock Health Sciences Term Trust
|
44,806 | $687,772 | |
| 4 | BX |
Blackstone Inc.
|
3,207 | $377,367 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
45,547 | $297,421 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $214,961 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,397 | $165,279 | |
| 8 | MAIN |
Main Street Capital CORP
|
2,923 | $151,645 |
All Filings in ARCC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,633 | 1,256 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $27,108 | 1,340 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $26,777 | 1,312 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $28,152 | 1,282 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $28,763 | 1,298 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $27,844 | 1,272 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $25,169 | 1,202 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $24,487 | 1,175 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $23,360 | 1,122 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $22,473 | 1,122 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,813 | 1,069 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $19,597 | 1,043 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $18,562 | 1,016 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $18,765 | 1,016 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $16,306 | 966 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $16,925 | 944 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $19,399 | 926 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $20,448 | 965 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $19,252 | 947 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $18,179 | 928 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $17,007 | 909 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $15,353 | 909 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||