Position in ARES
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$620,108
+$13,512 QoQ
Shares Held
5,571
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#445
of 799 holders
Holding Since
Mar 2026
2 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $2,371,364 across 4 Asset Management names. ARES ranks #3 (26.1% of the industry book) .
All Filings in ARES
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,108 | 5,571 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $606,596 | 5,560 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||