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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

ARCC holding history

Ares Capital Corp in every 13F filed by SOA 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 overviewAll 13F holders of ARCCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of ARCC by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,256−100.0%Sold outHolders
Q1 20261,256$22.6K<0.1%−84−6.3%ReducedHolders
Q4 20251,340$27.1K<0.1%+28+2.1%AddedHolders
Q3 20251,312$26.8K<0.1%+30+2.3%AddedHolders
Q2 20251,282$28.1K<0.1%−16−1.2%ReducedHolders
Q1 20251,298$28.8K<0.1%+26+2.0%AddedHolders
Q4 20241,272$27.8K<0.1%+70+5.8%AddedHolders
Q3 20241,202$25.2K<0.1%+27+2.3%AddedHolders
Q2 20241,175$24.5K<0.1%+53+4.7%AddedHolders
Q1 20241,122$23.4K<0.1%00.0%UnchangedHolders
Q4 20231,122$22.5K<0.1%+53+5.0%AddedHolders
Q3 20231,069$20.8K<0.1%+26+2.5%AddedHolders
Q2 20231,043$19.6K<0.1%+27+2.7%AddedHolders
Q1 20231,016$18.6K<0.1%00.0%UnchangedHolders
Q4 20221,016$18.8K<0.1%+50+5.2%AddedHolders
Q3 2022966$16.0K<0.1%+22+2.3%AddedHolders
Q2 2022944$16.0K<0.1%+18+1.9%AddedHolders
Q1 2022926$19.0K<0.1%−39−4.0%ReducedHolders
Q4 2021965$20.0K<0.1%+18+1.9%AddedHolders
Q3 2021947$19.0K<0.1%+19+2.0%AddedHolders
Q2 2021928$18.0K<0.1%+19+2.1%AddedHolders
Q1 2021909$17.0K<0.1%––Holders

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