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Livermore
Livermore
ZHEN

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

ARCC holding history

Ares Capital Corp in every 13F filed by Core Wealth 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 2026)
10,678
Value
$197.9K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of ARCC by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,678$197.9K0.1%00.0%UnchangedHolders
Q1 202610,678$192.4K0.1%00.0%UnchangedHolders
Q4 202510,678$216.0K0.1%00.0%UnchangedHolders
Q3 202510,678$217.9K0.1%00.0%UnchangedHolders
Q2 202510,678$234.5K0.1%00.0%UnchangedHolders
Q1 202510,678$236.6K0.1%00.0%UnchangedHolders
Q4 202410,678$233.7K0.1%00.0%UnchangedHolders
Q3 202410,678$223.6K0.1%00.0%UnchangedHolders
Q2 202410,678$222.5K0.2%00.0%UnchangedHolders
Q1 202410,678$222.3K0.2%00.0%UnchangedHolders
Q4 202310,678$213.9K0.2%00.0%UnchangedHolders
Q3 202310,678$207.9K0.2%00.0%UnchangedHolders
Q2 202310,678$200.6K0.2%00.0%UnchangedHolders
Q1 202310,678$195.1K0.2%00.0%UnchangedHolders
Q4 202210,678$197.2K0.2%–No prior filingHolders