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DIVERSIFY WEALTH MANAGEMENT, LLC → ARCC
DIVERSIFY WEALTH MANAGEMENT, LLC ARCC Position History
Ares Capital Corporation • Financial Services
Quarters held
10
Latest value
$21.5M
Q3 2026
Peak value
$21.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $297K |
| Q3 2025 | $7.3M |
| Q4 2025 | $265K |
| Q4 2025 | $12M |
| Q1 2026 | $782K |
| Q1 2026 | $20.5M |
| Q2 2026 | $750K |
| Q2 2026 | $21.7M |
| Q3 2026 | $813K |
| Q3 2026 | $21.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.5M | 404.0K | — | — |
| Q3 2026 | $813K | 43.0K | — | — |
| Q2 2026 | $21.7M | 384.1K | — | — |
| Q2 2026 | $750K | 39.7K | — | — |
| Q1 2026 | $20.5M | 391.2K | — | — |
| Q1 2026 | $782K | 41.9K | — | — |
| Q4 2025 | $12M | 244.1K | — | — |
| Q4 2025 | $265K | 12.9K | — | — |
| Q3 2025 | $7.3M | 158.6K | — | — |
| Q3 2025 | $297K | 14.5K | — | — |
Other funds holding ARCC
$479.5M
$421.4M
$359.7M
$321.9M
$305.3M
$299.2M