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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

ARCC holding history

Ares Capital Corp in every 13F filed by Summit Financial, 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 2026)
134,094
Value
$2.48M
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of ARCC by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026134,094$2.48M<0.1%+60,025+81.0%AddedHolders
Q1 202674,069$1.33M<0.1%+1,591+2.2%AddedHolders
Q4 202572,478$1.47M<0.1%+503+0.7%AddedHolders
Q3 202571,975$1.47M<0.1%+8,322+13.1%AddedHolders
Q2 202563,653$1.40M<0.1%+25,278+65.9%AddedHolders
Q1 202538,375$850.4K<0.1%+444+1.2%AddedHolders
Q4 202437,931$830.3K<0.1%+37,931NewHolders