Beverly Hills Private Wealth, LLC
Position in ARCC — Ares Capital Corp
CIK 1965710
BEVERLY HILLS, CA
Position in ARCC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$817,405
-$173,339 QoQ
Shares Held
45,361
-7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Beverly Hills Private Wealth, LLC holds $23,228,692 across 13 Asset Management names. ARCC ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
228,066 | $5,177,097 | |
| 2 | DTF |
Dtf Tax-Free Income 2028 Term Fund Inc
|
336,342 | $3,851,115 | |
| 3 | BLK |
BlackRock, Inc.
|
3,356 | $3,227,498 | |
| 4 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
192,065 | $2,742,688 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
251,657 | $2,617,232 | |
| 6 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
119,258 | $1,534,850 | |
| 7 | STEW |
SRH Total Return Fund, Inc.
|
50,831 | $869,209 | |
| 8 | ARCC |
Ares Capital Corp
This page
|
45,361 | $817,405 |
All Filings in ARCC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $817,405 | 45,361 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $990,744 | 48,974 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,030,766 | 50,503 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,110,824 | 50,584 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,128,409 | 50,921 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,186,569 | 54,206 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,282,658 | 61,254 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,504,647 | 72,200 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,540,409 | 73,987 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,647,147 | 82,234 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,558,554 | 80,049 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,504,120 | 80,049 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,276,908 | 69,891 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,065,146 | 57,669 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||