Position in ARES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$200,914
-$81,873 QoQ
Shares Held
1,805
-30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#603
of 799 holders
Holding Since
Mar 2022
18 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. ARES ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
10,603 | $1,254,440 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
43,227 | $815,693 | |
| 3 | BX |
Blackstone Inc.
|
5,832 | $686,251 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,957 | $679,608 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,202 | $551,429 | |
| 6 | SEIC |
Sei Investments Co
|
6,053 | $530,908 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,692 | $522,411 | |
| 8 | BLK |
BlackRock, Inc.
|
392 | $376,931 |
All Filings in ARES
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,914 | 1,805 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $282,787 | 2,592 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $486,991 | 3,013 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $460,483 | 2,880 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $488,077 | 2,818 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $408,895 | 2,789 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $489,133 | 2,763 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $390,223 | 2,504 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $278,421 | 2,089 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $471,414 | 3,545 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $630,513 | 5,302 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $592,942 | 5,764 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $695,743 | 7,221 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $651,165 | 7,804 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $530,410 | 7,750 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $591,188 | 9,543 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $552,679 | 9,720 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $792,236 | 9,753 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||