EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

ARCC holding history

Ares Capital Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARCC overview All 13F holders of ARCC Full Q2 2026 holdings

Shares (Q2 2026): 14,131
Value: $261.8K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of ARCC by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,131	$261.8K	<0.1%	+14,131	New	Holders
Q2 2025	0	$0	0.0%	−14,238−100.0%	Sold out	Holders
Q1 2025	14,238	$315.5K	<0.1%	+14,238	New	Holders