Institute for Wealth Management, LLC.

Position in ARES — Ares Management Corp

CIK 1533954 DENVER, CO

Position in ARES

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$17,253

-$1,850,543 QoQ

Shares Held

155

-98.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#679

of 804 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. ARES ranks #83 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXSL	Blackstone Secured Lending Fund	115,773	$2,744,977
2	BX	Blackstone Inc.	17,555	$2,065,696
3	KKR	KKR & Co. Inc.	10,154	$931,934
4	CET	Central Securities Corp	16,394	$859,865
5	ECF	Ellsworth Growth & Income Fund Ltd	52,289	$690,737
6	GDV	Gabelli Dividend & Income Trust	18,050	$530,670
7	APO	Apollo Global Management, Inc.	4,340	$513,465
8	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	25,742	$479,830

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,253	155	-98.7%	Shares	Sole	2026-07-28
2025-12-31	$1,867,796	11,556	-5.7%	Shares	Sole	2026-01-27
2025-09-30	$1,960,091	12,259	-4.4%	Shares	Sole	2025-10-17
2025-06-30	$2,221,809	12,828	-20.0%	Shares	Sole	2025-07-18
2025-03-31	$2,350,158	16,030	+1.6%	Shares	Sole	2025-04-21
2024-12-31	$2,793,533	15,780	+1.4%	Shares	Sole	2025-01-23
2024-09-30	$2,425,026	15,561	+6.0%	Shares	Sole	2024-11-12
2024-06-30	$1,956,816	14,682	+6.4%	Shares	Sole	2024-07-25
2024-03-31	$1,835,256	13,801	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.