Western Pacific Wealth Management, LP
Position in ARCC — Ares Capital Corp
CIK 1907320
Lake Forest, IL
Position in ARCC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$208,666
+$5,743 QoQ
Shares Held
11,261
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#582
of 780 holders
Holding Since
Dec 2021
19 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, 2026Western Pacific Wealth Management, LP holds $453,594 across 6 Asset Management names. ARCC ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
This page
|
11,261 | $208,666 | |
| 2 | CG |
Carlyle Group Inc.
|
2,478 | $104,348 | |
| 3 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
1,500 | $80,805 | |
| 4 | KKR |
KKR & Co. Inc.
|
387 | $35,518 | |
| 5 | BX |
Blackstone Inc.
|
182 | $21,415 | |
| 6 | TROW |
Price T Rowe Group Inc
|
25 | $2,842 |
All Filings in ARCC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,666 | 11,261 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $202,923 | 11,261 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $227,810 | 11,261 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $229,837 | 11,261 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $247,291 | 11,261 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $295,038 | 13,314 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $291,443 | 13,314 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $249,269 | 11,904 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $241,681 | 11,597 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $241,178 | 11,584 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $232,027 | 11,584 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $225,287 | 11,571 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $183,766 | 9,780 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $175,793 | 9,622 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $63,204 | 3,422 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $24,003 | 1,422 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $25,496 | 1,422 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $29,790 | 1,422 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $47,084 | 2,222 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||