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CASTLE WEALTH MANAGEMENT LLC

Position in ARCC — Ares Capital Corp

CIK 1936420 BOYNTON BEACH, FL

Position in ARCC

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$1,516,439
+$96,572 QoQ
Shares Held
81,837
+3.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#230
of 781 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ARCC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

CASTLE WEALTH MANAGEMENT LLC holds $6,339,519 across 5 Asset Management names. ARCC ranks #2 (23.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ARCC
Ares Capital Corp
This page
81,837 $1,516,439

All Filings in ARCC

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,516,439 81,837
2026-03-31 $1,419,867 78,794
2025-12-31 $1,355,551 67,007
2025-09-30 $1,314,138 64,387
2025-06-30 $1,097,978 49,999
2025-03-31 $1,101,307 49,698
2024-12-31 $1,057,505 48,310
2024-09-30 $1,041,220 49,724
2024-06-30 $1,020,764 48,981
2024-03-31 $1,020,804 49,030
2023-12-31 $1,006,327 50,241
2023-09-30 $982,709 50,473
2023-06-30 $970,597 51,655
2023-03-31 $959,942 52,542
2022-12-31 $873,021 47,267
2022-09-30 $694,679 41,154
2022-06-30 $329,553 18,380