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DIVERSIFY WEALTH MANAGEMENT, LLC

Position in ARCC — Ares Capital Corp

CIK 2030780 SANDY, UT

Position in ARCC

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$735,770
-$19,141 QoQ
Shares Held
39,707
-5.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#335
of 781 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in ARCC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $38,037,017 across 37 Asset Management names. ARCC ranks #17 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ARCC

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $735,770 39,707
2026-03-31 $754,911 41,893
2025-12-31 $261,634 12,933
2025-09-30 $296,781 14,541
2025-06-30 $332,079 15,122
2025-03-31 $334,992 15,117
2024-12-31 $286,452 13,086