EverSource Wealth Advisors, LLC

Position in ARDC — Ares Dynamic Credit Allocation Fund, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in ARDC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$32,231

+$1,199 QoQ

Shares Held

2,552

0.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#54

of 63 holders

Holding Since

Sep 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. ARDC ranks #78 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	254,392	$30,097,113
2	KKR	KKR & Co. Inc.	108,313	$9,940,961
3	BX	Blackstone Inc.	63,714	$7,497,219
4	PSLV	Sprott Physical Silver Trust	167,767	$3,165,763
5	PHYS	Sprott Physical Gold Trust	82,485	$2,488,572
6	CEF	Sprott Physical Gold & Silver Trust	29,499	$1,186,744
7	BLK	BlackRock, Inc.	1,156	$1,111,559
8	AMP	Ameriprise Financial Inc	1,713	$785,851

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,231	2,552	0.0%	Shares	Sole	2026-07-24
2026-03-31	$31,032	2,552	0.0%	Shares	Sole	2026-05-18
2025-12-31	$33,941	2,552	+60.0%	Shares	Sole	2026-02-06
2025-09-30	$22,441	1,595	+50.9%	Shares	Sole	2025-11-10
2025-06-30	$15,030	1,057	+1061.5%	Shares	Sole	2025-08-13
2023-06-30	$1,122	91	0.0%	Shares	Sole	2023-08-04
2023-03-31	$1,089	91	0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,054	91	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,069	91	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.