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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

ARCC holding history

Ares Capital Corp in every 13F filed by Arkadios Wealth Advisors, 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)
165,718
Value
$3.07M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ARCC by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026165,718$3.07M<0.1%+496+0.3%AddedHolders
Q1 2026165,222$2.98M<0.1%+34,322+26.2%AddedHolders
Q4 2025130,900$2.65M0.1%+4,896+3.9%AddedHolders
Q3 2025126,004$2.57M0.1%+2,331+1.9%AddedHolders
Q2 2025123,673$2.72M0.1%+6,924+5.9%AddedHolders
Q1 2025116,749$2.59M0.1%+4,731+4.2%AddedHolders
Q4 2024112,018$2.45M0.1%−5,362−4.6%ReducedHolders
Q3 2024117,380$2.46M0.1%+9,751+9.1%AddedHolders
Q2 2024107,629$2.24M0.2%−26,063−19.5%ReducedHolders
Q1 2024133,692$2.78M0.2%−7,850−5.5%ReducedHolders
Q4 2023141,542$2.84M0.2%+2,230+1.6%AddedHolders
Q3 2023139,312$2.71M0.3%+3,080+2.3%AddedHolders
Q2 2023136,232$2.56M0.3%+1,567+1.2%AddedHolders
Q1 2023134,665$2.46M0.3%+10,693+8.6%AddedHolders
Q4 2022123,972$2.29M0.3%+24,487+24.6%AddedHolders
Q3 202299,485$1.68M0.3%+10,157+11.4%AddedHolders
Q2 202289,328$1.60M0.2%+22,433+33.5%AddedHolders
Q1 202266,895$1.40M0.2%+13,216+24.6%AddedHolders
Q4 202153,679$1.14M0.2%+12,800+31.3%AddedHolders
Q3 202140,879$831.0K0.1%+940+2.4%AddedHolders
Q2 202139,939$782.0K0.1%+14,656+58.0%AddedHolders
Q1 202125,283$473.0K0.1%––Holders

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