Position in ARES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,234,539
+$301,407 QoQ
Shares Held
11,091
+29.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#57
of 225 holders
Holding Since
Sep 2023
12 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, 2026Nicholas Wealth, LLC. holds $3,178,112 across 3 Asset Management names. ARES ranks #1 (38.8% of the industry book) .
All Filings in ARES
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,234,539 | 11,091 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $933,132 | 8,553 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,115,085 | 6,899 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $963,657 | 6,027 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $921,424 | 5,320 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $730,997 | 4,986 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,191,942 | 6,733 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $898,417 | 5,765 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $636,278 | 4,774 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $431,653 | 3,246 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $313,948 | 2,640 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $544,902 | 5,297 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||