Compound Planning, Inc.

Position in ARCC — Ares Capital Corp

CIK 1978879 NEW YORK, NY

Position in ARCC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$602,965

+$51,716 QoQ

Shares Held

32,540

+6.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#364

of 781 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $41,857,123 across 66 Asset Management names. ARCC ranks #25 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	22,483	$2,645,573
2	PSLV	Sprott Physical Silver Trust	120,388	$2,271,721
3	BLK	BlackRock, Inc.	2,307	$2,218,318
4	KKR	KKR & Co. Inc.	21,869	$2,007,136
5	PHYS	Sprott Physical Gold Trust	56,181	$1,694,980
6	BPRE	Bluerock Private Real Estate Fund	116,815	$1,519,763
7	STT	State Street Corp	8,620	$1,461,951
8	BN	BROOKFIELD Corp /ON/	28,181	$1,200,228

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,965	32,540	+6.4%	Shares	Sole	2026-08-04
2026-03-31	$551,249	30,591	+8.6%	Shares	Sole	2026-05-14
2025-12-31	$569,999	28,176	-7.1%	Shares	Defined	2026-02-19
2025-09-30	$619,035	30,330	+2.2%	Shares	Sole	2025-11-10
2025-06-30	$651,619	29,673	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$656,091	29,607	-6.2%	Shares	Sole	2025-05-14
2024-12-31	$690,782	31,557	+5.5%	Shares	Sole	2025-01-17
2024-09-30	$626,482	29,918	-38.7%	Shares	Sole	2024-10-08
2024-06-30	$1,016,471	48,775	+12.5%	Shares	Sole	2024-07-26
2024-03-31	$902,380	43,342	+1.4%	Shares	Sole	2024-05-07
2023-12-31	$856,122	42,742	+71.2%	Shares	Sole	2024-02-08
2023-09-30	$485,951	24,959	+29.2%	Shares	Sole	2023-11-09
2023-06-30	$362,928	19,315	+8.5%	Shares	Sole	2023-08-03
2023-03-31	$325,388	17,810	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.