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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

ARCC holding history

Ares Capital Corp in every 13F filed by Beverly Hills Private Wealth, 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)
45,111
Value
$835.9K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of ARCC by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,111$835.9K0.2%−250−0.6%ReducedHolders
Q1 202645,361$817.4K0.1%−3,613−7.4%ReducedHolders
Q4 202548,974$990.7K0.2%−1,529−3.0%ReducedHolders
Q3 202550,503$1.03M0.2%−81−0.2%ReducedHolders
Q2 202550,584$1.11M0.2%−337−0.7%ReducedHolders
Q1 202550,921$1.13M0.2%−3,285−6.1%ReducedHolders
Q4 202454,206$1.19M0.2%−7,048−11.5%ReducedHolders
Q3 202461,254$1.28M0.3%−10,946−15.2%ReducedHolders
Q2 202472,200$1.50M0.3%−1,787−2.4%ReducedHolders
Q1 202473,987$1.54M0.4%−8,247−10.0%ReducedHolders
Q4 202382,234$1.65M0.4%+2,185+2.7%AddedHolders
Q3 202380,049$1.56M0.5%00.0%UnchangedHolders
Q2 202380,049$1.56M0.3%+10,158+14.5%AddedHolders
Q1 202369,891$1.28M0.4%+12,222+21.2%AddedHolders
Q4 202257,669$1.07M0.5%–No prior filingHolders