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Montz Harcus Wealth Management LLC → ARCC

Montz Harcus Wealth Management LLC ARCC Position History

Ares Capital Corporation • Financial Services

Quarters held
5
Latest value
$16.1M
Q3 2026
Peak value
$16.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.4M
Q4 2025$11.1M
Q1 2026$12.4M
Q2 2026$15.9M
Q3 2026$16.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.1M304.8K——
Q2 2026$15.9M275.9K——
Q1 2026$12.4M255.8K——
Q4 2025$11.1M236.3K——
Q3 2025$10.4M223.5K——

Other funds holding ARCC

Other Montz Harcus Wealth Management LLC positions

STT-PG

SPDR SERIES TRUST

$41.5M
STT-PG

SPDR SERIES TRUST

$39.9M
SPY

STATE STR SPDR S&P 500 ETF T

$35.7M
SPY

STATE STR SPDR S&P 500 ETF T

$35.6M
STT-PG

SPDR SERIES TRUST

$35.3M
STT-PG

SPDR SERIES TRUST

$34.4M
STT-PG

SPDR SERIES TRUST

$34.3M
SPY

SPDR S&P 500 ETF TR

$32.9M