ATTICUS WEALTH MANAGEMENT, LLC
Position in ARES — Ares Management Corp
CIK 1800234
Palm Beach Gardens, FL
Position in ARES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$452,809
-$50,905 QoQ
Shares Held
4,068
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#498
of 804 holders
Holding Since
Sep 2021
11 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, 2026ATTICUS WEALTH MANAGEMENT, LLC holds $1,177,351 across 2 Asset Management names. ARES ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
18,010 | $724,542 | |
| 2 | ARES |
Ares Management Corp
This page
|
4,068 | $452,809 |
All Filings in ARES
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,809 | 4,068 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $503,714 | 4,617 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $725,557 | 4,489 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $715,347 | 4,474 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $471,104 | 2,720 | Shares | Sole | 2025-07-10 | |
| 2022-12-31 | $547 | 8 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,062 | 114 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,482 | 114 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $9,260 | 114 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $21,617 | 266 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $98,120 | 1,329 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||