Position in ARES
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$360,421
-$4,469,654 QoQ
Shares Held
3,238
-92.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#526
of 799 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Jackson Wealth Management, LLC holds $1,302,552 across 3 Asset Management names. ARES ranks #2 (27.7% of the industry book) .
All Filings in ARES
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,421 | 3,238 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $4,830,075 | 44,272 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,124,650 | 44,080 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,885,502 | 43,064 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $7,349,049 | 42,431 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,265,524 | 42,736 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,664,690 | 43,296 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,783,715 | 43,530 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,267,359 | 24,515 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $5,819,337 | 43,761 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,173,971 | 43,508 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,488,012 | 43,628 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,126,092 | 42,824 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $2,948,805 | 43,086 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,780,563 | 44,884 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,183,597 | 20,816 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,970,603 | 48,881 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,988,731 | 49,080 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $18,000 | 48,961 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $2,958,206 | 46,520 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,580,181 | 46,050 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,145,856 | 45,608 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||