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Avior Wealth Management, LLC → ARCC

Avior Wealth Management, LLC ARCC Position History

Ares Capital Corporation • Financial Services

Quarters held
8
Latest value
$29.6M
Q3 2026
Peak value
$32.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$24.1M
Q4 2025$25.3M
Q1 2026$3.5M
Q1 2026$26.6M
Q2 2026$3.5M
Q2 2026$32.2M
Q3 2026$3.5M
Q3 2026$29.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29.6M560.8K——
Q3 2026$3.5M182.1K——
Q2 2026$32.2M558.7K——
Q2 2026$3.5M188.3K——
Q1 2026$26.6M550.0K——
Q1 2026$3.5M195.0K——
Q4 2025$25.3M540.4K——
Q3 2025$24.1M519.4K——

Other funds holding ARCC

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M