Position in ARES
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$10,255
+$9,522 QoQ
Shares Held
94
+1780.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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, 2026HHM Wealth Advisors, LLC holds $1,725,165 across 27 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,207 | $495,037 | |
| 2 | KKR |
KKR & Co. Inc.
|
3,599 | $330,316 | |
| 3 | ASST |
Strive, Inc.
|
13,000 | $141,830 | |
| 4 | MAIN |
Main Street Capital CORP
|
2,709 | $140,542 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
8,599 | $92,783 | |
| 6 | BLK |
BlackRock, Inc.
|
96 | $92,309 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
3,878 | $56,386 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
4,825 | $47,333 |
All Filings in ARES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,255 | 94 | Shares | Sole | 2026-04-17 | |
| 2025-03-31 | $733 | 5 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $885 | 5 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||