Position in ARCC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,056,477
+$1,302,611 QoQ
Shares Held
110,981
+165.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
6.02%
of 13F equity value
Holder Rank
#193
of 781 holders
Holding Since
Dec 2025
3 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, 2026Welch Financial Planning, LLC holds $2,860,898 across 2 Asset Management names. ARCC ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
This page
|
110,981 | $2,056,477 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
61,831 | $804,421 |
All Filings in ARCC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,056,477 | 110,981 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $753,866 | 41,835 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $874,785 | 43,242 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||