SEC 13F Intelligence

Wambolt & Associates, LLC / ARCC

Wambolt & Associates, LLC’s Ares Capital Corp Position

Does Wambolt & Associates, LLC own Ares Capital Corp (ARCC)? Yes — 201.7K shares worth $4M (+1.50% of its 13F portfolio) as of Q2 2025, down from 215.2K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
201.7K
% of Portfolio
+1.50%
Quarters Held
27
currently held

Position History ARCC

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $927,000Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025201.7K$4M+1.50%
Q1 2025215.2K$5M+1.63%
Q4 2024216.5K$5M+1.52%
Q3 2024245.3K$5M+1.39%
Q2 2024232.5K$5M+1.40%
Q1 2024225.0K$5M+1.37%
Q4 2023196.8K$4M+1.29%
Q3 2023177.3K$3M+1.23%
Q2 2023163.2K$3M+1.09%
Q1 2023158.1K$3M+1.03%
Q4 2022154.0K$3M+1.09%
Q3 2022150.0K$3M+1.08%
Q2 2022147.6K$3M+1.06%
Q1 2022136.9K$3M+1.06%
Q4 2021133.1K$3M+1.02%
Q3 2021124.9K$3M+1.03%
Q2 2021105.5K$2M+0.88%
Q1 202187.7K$2M+0.86%
Q4 202082.1K$1M+0.83%
Q3 202081.1K$1M+0.85%
Q2 202087.8K$1M+1.00%
Q1 202086.0K$927,000+0.96%
Q4 201985.6K$2M+1.22%
Q3 201983.0K$2M+1.28%
Q2 201984.1K$2M+1.28%
Q1 201983.4K$1M+1.30%
Q4 201879.4K$1M+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of ARCC.