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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

ARCC holding history

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

ARCC overviewAll 13F holders of ARCCFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of ARCC by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−15,296−100.0%Sold outHolders
Q1 202515,296$339.0K<0.1%+36+0.2%AddedHolders
Q4 202415,260$334.0K<0.1%−2,543−14.3%ReducedHolders
Q3 202417,803$372.8K0.1%+5,255+41.9%AddedHolders
Q2 202412,548$261.5K<0.1%−5,374−30.0%ReducedHolders
Q1 202417,922$373.1K<0.1%−20,327−53.1%ReducedHolders
Q4 202338,249$766.1K0.1%+11,710+44.1%AddedHolders
Q3 202326,539$516.7K0.1%+5,577+26.6%AddedHolders
Q2 202320,962$393.9K0.1%−3,577−14.6%ReducedHolders
Q1 202324,539$448.4K0.1%−38,515−61.1%ReducedHolders
Q4 202263,054$1.24M0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202285,349$1.73M0.1%+831+1.0%AddedHolders
Q4 202184,518$1.87M0.1%+23,721+39.0%AddedHolders
Q3 202160,797$1.26M0.1%−30,163−33.2%ReducedHolders
Q2 202190,960$1.82M0.1%−2,624−2.8%ReducedHolders
Q1 202193,584$1.78M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.