SEC 13F Intelligence

Naviter Wealth, LLC / ARCC

Naviter Wealth, LLC’s Ares Capital Corp Position

Does Naviter Wealth, LLC own Ares Capital Corp (ARCC)? Yes708.8K shares worth $13M (+1.60% of its 13F portfolio) as of Q1 2026, up from 628.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
708.8K
% of Portfolio
+1.60%
Quarters Held
18
currently held

Position History ARCC

Reported value by quarter
Q4 ’21: $14MQ4 ’21Q1 ’22: $15MQ2 ’22: $12MQ3 ’22: $12MQ3 ’22Q4 ’22: $14MQ1 ’23: $15MQ2 ’23: $14MQ2 ’23Q3 ’23: $16MQ4 ’23: $19MQ1 ’24: $16MQ1 ’24Q2 ’24: $17MQ3 ’24: $17MQ4 ’24: $15MQ4 ’24Q1 ’25: $15MQ2 ’25: $15MQ3 ’25: $13MQ3 ’25Q4 ’25: $13MQ1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026708.8K$13M+1.60%
Q4 2025628.2K$13M+1.66%
Q3 2025647.9K$13M+1.54%
Q2 2025662.0K$15M+1.79%
Q1 2025683.3K$15M+1.87%
Q4 2024674.7K$15M+1.78%
Q3 2024801.5K$17M+2.34%
Q2 2024807.9K$17M+2.51%
Q1 2024779.5K$16M+2.66%
Q4 2023973.3K$19M+3.92%
Q3 2023798.3K$16M+3.75%
Q2 2023720.3K$14M+3.44%
Q1 2023799.3K$15M+5.11%
Q4 2022735.0K$14M+3.93%
Q3 2022726.7K$12M+5.00%
Q2 2022692.6K$12M+5.09%
Q1 2022703.0K$15M+4.92%
Q4 2021653.1K$14M+4.14%

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