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BKM Wealth Management, LLC

Position in ARCC — Ares Capital Corp

CIK 2007263 BROOKFIELD, WI

Position in ARCC

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$1,040,496
+$139,605 QoQ
Shares Held
56,152
+12.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#289
of 781 holders
Holding Since
Dec 2023
11 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

BKM Wealth Management, LLC holds $4,604,037 across 2 Asset Management names. ARCC ranks #2 (22.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ARCC
Ares Capital Corp
This page
56,152 $1,040,496

All Filings in ARCC

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,040,496 56,152
2026-03-31 $900,891 49,994
2025-12-31 $950,749 46,997
2025-09-30 $865,261 42,394
2025-06-30 $919,443 41,869
2025-03-31 $933,401 42,121
2024-12-31 $927,873 42,388
2024-09-30 $871,543 41,621
2024-06-30 $891,889 42,797
2024-03-31 $817,414 39,261
2023-12-31 $744,414 37,165