Position in ARES
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,524,366
-$1,666,704 QoQ
Shares Held
32,304
+0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 19.73130262506191.ToString("F0")%
Shared 0.ToString("F0")%
None 80.26869737493809.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Management, LLC holds $29,229,757 across 25 Asset Management names. ARES ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
409,280 | $5,844,518 | |
| 2 | MAIN |
Main Street Capital CORP
|
101,197 | $5,359,393 | |
| 3 | ARCC |
Ares Capital Corp
|
225,977 | $4,072,105 | |
| 4 | ARES |
Ares Management Corp
This page
|
32,304 | $3,524,366 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
63,592 | $2,359,899 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
96,023 | $1,312,634 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
45,066 | $1,106,370 | |
| 8 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
74,893 | $1,079,957 |
All Filings in ARES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,524,366 | 32,304 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,191,070 | 32,117 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,227,923 | 32,697 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,879,793 | 33,948 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,925,069 | 33,593 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,125,592 | 34,602 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,448,945 | 34,965 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,343,861 | 32,592 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $3,648,465 | 30,680 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||