Trueblood Wealth Management, LLC

Position in ARES — Ares Management Corp

CIK 2005380 LIMA, OH

Position in ARES

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$229,187

-$29,161 QoQ

Shares Held

2,059

-13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#582

of 799 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $2,424,388 across 5 Asset Management names. ARES ranks #5 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	10,880	$998,566
2	BX	Blackstone Inc.	4,120	$484,800
3	ARCC	Ares Capital Corp	20,065	$371,804
4	NTRS	Northern Trust Corp	1,956	$340,031
5	ARES	Ares Management Corp This page	2,059	$229,187

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,187	2,059	-13.0%	Shares	Sole	2026-07-27
2026-03-31	$258,348	2,368	-5.7%	Shares	Sole	2026-04-21
2025-12-31	$405,691	2,510	-8.1%	Shares	Sole	2026-01-21
2025-09-30	$436,499	2,730	+1.4%	Shares	Sole	2025-10-24
2025-06-30	$466,081	2,691	+2.0%	Shares	Sole	2025-07-23
2025-03-31	$386,757	2,638	-2.5%	Shares	Sole	2025-04-15
2024-12-31	$479,043	2,706	-1.3%	Shares	Sole	2025-01-16
2024-09-30	$427,313	2,742	-1.3%	Shares	Sole	2024-10-23
2024-06-30	$370,385	2,779	+1.9%	Shares	Sole	2024-08-08
2024-03-31	$362,769	2,728	+7.7%	Shares	Sole	2024-04-26
2023-12-31	$301,224	2,533	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.