Position in ARES
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,755,637
+$257,787 QoQ
Shares Held
16,092
+90.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Donoghue Forlines LLC holds $8,532,087 across 3 Asset Management names.
All Filings in ARES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,755,637 | 16,092 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $1,497,850 | 8,461 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||