Position in ARES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,128
+$8,492 QoQ
Shares Held
91
+506.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 256 holders
Holding Since
Dec 2021
7 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, 2026NVWM, LLC holds $149,647 across 17 Asset Management names. ARES ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
80 | $76,924 | |
| 2 | BX |
Blackstone Inc.
|
113 | $13,296 | |
| 3 | KKR |
KKR & Co. Inc.
|
121 | $11,104 | |
| 4 | ARES |
Ares Management Corp
This page
|
91 | $10,128 | |
| 5 | APO |
Apollo Global Management, Inc.
|
79 | $9,346 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
168 | $7,534 | |
| 7 | CG |
Carlyle Group Inc.
|
160 | $6,737 | |
| 8 | STT |
State Street Corp
|
22 | $3,731 |
All Filings in ARES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,128 | 91 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,636 | 15 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $808 | 5 | Shares | Sole | 2026-01-20 | |
| 2022-09-30 | $867 | 14 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $796 | 14 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $944,542 | 11,628 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $958,578 | 11,795 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||