Stone Summit Wealth LLC

Position in ARES — Ares Management Corp

CIK 1908192 Miami, FL

Position in ARES

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$345,061

+$1,396 QoQ

Shares Held

3,100

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#529

of 799 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stone Summit Wealth LLC holds $759,146 across 2 Asset Management names. ARES ranks #2 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	APO	Apollo Global Management, Inc.	3,500	$414,085
2	ARES	Ares Management Corp This page	3,100	$345,061

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,061	3,100	-1.6%	Shares	Sole	2026-07-23
2026-03-31	$343,665	3,150	-3.8%	Shares	Sole	2026-04-23
2025-12-31	$529,338	3,275	0.0%	Shares	Sole	2026-01-27
2025-09-30	$523,639	3,275	0.0%	Shares	Sole	2025-10-22
2025-06-30	$567,230	3,275	-0.8%	Shares	Sole	2025-07-17
2025-03-31	$483,813	3,300	-1.5%	Shares	Sole	2025-04-24
2024-12-31	$593,050	3,350	0.0%	Shares	Sole	2025-01-28
2024-09-30	$522,064	3,350	0.0%	Shares	Sole	2024-10-31
2024-06-30	$446,488	3,350	-1.5%	Shares	Sole	2024-07-30
2024-03-31	$452,132	3,400	-5.6%	Shares	Sole	2024-05-01
2023-12-31	$428,112	3,600	0.0%	Shares	Sole	2024-01-26
2023-09-30	$370,332	3,600	0.0%	Shares	Sole	2023-10-25
2023-06-30	$346,860	3,600	0.0%	Shares	Sole	2023-07-25
2023-03-31	$300,384	3,600	-11.1%	Shares	Sole	2023-04-20
2022-12-31	$277,045	4,048	0.0%	Shares	Sole	2023-01-20
2022-09-30	$250,773	4,048	0.0%	Shares	Sole	2022-11-03
2022-06-30	$230,169	4,048	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.