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Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

ARCC holding history

Ares Capital Corp in every 13F filed by Root Financial 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2023
Holdings of ARCC by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−352−100.0%Sold outHolders
Q1 2026352$6.34K<0.1%−691−66.3%ReducedHolders
Q4 20251,043$21.1K<0.1%−977−48.4%ReducedHolders
Q3 20252,020$41.2K<0.1%+2,020NewHolders
Q4 20230$00.0%−12,508−100.0%Sold outHolders
Q3 202312,508$243.5K0.1%+12,508NewHolders