JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in ARES — Ares Management Corp

CIK 2122180 AMMON, ID

Back to ARES Full portfolio

Position in ARES

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$553,209

+$27,675 QoQ

Shares Held

4,970

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#466

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, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,602,048 across 3 Asset Management names. ARES ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	14,313	$609,589
2	ARES	Ares Management Corp This page	4,970	$553,209
3	SEIC	Sei Investments Co	5,008	$439,250

All Filings in ARES

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,209	4,970	+3.2%	Shares	Sole	2026-07-24
2026-03-31	$525,534	4,817	-68.3%	Shares	Other	2026-05-15
2025-12-31	$2,458,876	15,213	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.