WealthPlan Investment Management, LLC

Position in ARCC — Ares Capital Corp

CIK 1929986 OMAHA, NE

Position in ARCC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$469,179

-$169 QoQ

Shares Held

25,320

-2.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#404

of 780 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $3,428,150 across 5 Asset Management names. ARCC ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	17,762	$2,090,054
2	ARCC	Ares Capital Corp This page	25,320	$469,179
3	AMP	Ameriprise Financial Inc	824	$378,017
4	KKR	KKR & Co. Inc.	3,804	$349,130
5	FSCO	FS Credit Opportunities Corp.	28,411	$141,770

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,179	25,320	-2.8%	Shares	Sole	2026-07-28
2026-03-31	$469,348	26,046	-37.2%	Shares	Sole	2026-04-29
2025-12-31	$838,391	41,443	-32.3%	Shares	Sole	2026-02-05
2025-09-30	$1,250,316	61,260	-1.6%	Shares	Sole	2025-10-27
2025-06-30	$1,367,580	62,276	+46.3%	Shares	Sole	2025-07-28
2025-03-31	$943,528	42,578	+4.4%	Shares	Sole	2025-05-12
2024-12-31	$892,433	40,769	-23.6%	Shares	Sole	2025-01-30
2024-09-30	$1,117,400	53,362	+3.1%	Shares	Sole	2024-11-05
2024-06-30	$1,078,428	51,748	+5.6%	Shares	Sole	2024-08-09
2024-03-31	$1,020,055	48,994	-3.1%	Shares	Sole	2024-05-16
2023-12-31	$1,012,296	50,539	+6.9%	Shares	Sole	2024-01-05
2023-09-30	$920,483	47,277	+230.8%	Shares	Sole	2023-11-15
2023-06-30	$268,509	14,290	-66.2%	Shares	Sole	2023-08-14
2023-03-31	$771,469	42,226	-32.9%	Shares	Sole	2023-05-08
2022-12-31	$1,163,000	62,967	-33.0%	Shares	Sole	2023-02-15
2022-09-30	$1,586,888	94,010	+10.1%	Shares	Sole	2022-12-12
2022-03-31	$1,788,061	85,349	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.