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Taylor & Morgan Wealth Management, LLC → ARCC
Taylor & Morgan Wealth Management, LLC ARCC Position History
Ares Capital Corporation • Financial Services
Quarters held
5
Latest value
$16.6M
Q3 2026
Peak value
$17.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.8M |
| Q4 2025 | $13M |
| Q1 2026 | $13.8M |
| Q2 2026 | $17.4M |
| Q3 2026 | $16.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.6M | 314.4K | — | — |
| Q2 2026 | $17.4M | 301.8K | — | — |
| Q1 2026 | $13.8M | 285.1K | — | — |
| Q4 2025 | $13M | 277.3K | — | — |
| Q3 2025 | $12.8M | 275.9K | — | — |
Other funds holding ARCC
$479.5M
$421.4M
$359.7M
$321.9M
$305.3M
$299.2M