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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

ARCC holding history

Ares Capital Corp in every 13F filed by Plan Group 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)
147,018
Value
$2.72M
% of portfolio
0.6%
Quarters held
14
Since Q2 2022
Holdings of ARCC by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026147,018$2.72M0.6%+25,473+21.0%AddedHolders
Q1 2026121,545$2.19M0.5%+17,038+16.3%AddedHolders
Q4 2025104,507$2.11M0.5%+5,211+5.2%AddedHolders
Q3 202599,296$2.03M0.5%+8,684+9.6%AddedHolders
Q2 202590,612$1.99M0.7%−8,030−8.1%ReducedHolders
Q1 202598,642$2.19M0.8%+46,359+88.7%AddedHolders
Q4 202452,283$1.14M0.6%+5,519+11.8%AddedHolders
Q3 202446,764$979.2K0.5%+4,935+11.8%AddedHolders
Q2 202441,829$871.7K0.5%+17,145+69.5%AddedHolders
Q1 202424,684$513.9K0.3%+7,311+42.1%AddedHolders
Q4 202317,373$348.0K0.3%+971+5.9%AddedHolders
Q3 202316,402$319.3K0.2%−29,236−64.1%ReducedHolders
Q2 202345,638$870.8K0.7%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 202214,016$251.0K0.4%–No prior filingHolders