Position in ARES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,915
+$296 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#685
of 799 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $8,323,461 across 29 Asset Management names. ARES ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
201,458 | $6,077,987 | |
| 2 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
86,764 | $981,300 | |
| 3 | BLK |
BlackRock, Inc.
|
243 | $233,659 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
5,106 | $217,464 | |
| 5 | STT |
State Street Corp
|
926 | $157,049 | |
| 6 | AMP |
Ameriprise Financial Inc
|
297 | $136,251 | |
| 7 | TROW |
Price T Rowe Group Inc
|
1,093 | $124,263 | |
| 8 | CNS |
Cohen & Steers, Inc.
|
1,100 | $83,754 |
All Filings in ARES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,915 | 134 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,619 | 134 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $22,466 | 139 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||