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TRB Wealth Management, LLC

Position in ARCC — Ares Capital Corp

CIK 2130988 HOUSTON, TX

Position in ARCC

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$901,000
New position
Shares Held
50,000
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Asset Management

Financial Services · as of Jun 30, 2026

TRB Wealth Management, LLC holds $1,335,333 across 2 Asset Management names.

# Ticker Company Shares Value (USD) Open

All Filings in ARCC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $901,000 50,000