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Disclosery

AE Wealth Management LLC: ARCC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on ARCC, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 324,360 ARCC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,360 shares
    Change vs previous 13F +45,888 shares

    0.03% of the 13F portfolio, value $6,010,396.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 278,472 shares
    Change vs previous 13F +48,439 shares

    0.03% of the 13F portfolio, value $5,018,076.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 230,033 shares
    Change vs previous 13F +35,119 shares

    0.03% of the 13F portfolio, value $4,653,571.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 194,914 shares
    Change vs previous 13F +11,440 shares

    0.03% of the 13F portfolio, value $3,978,205.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 183,474 shares
    Change vs previous 13F -1,101 shares

    0.03% of the 13F portfolio, value $4,029,084.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 184,575 shares
    Change vs previous 13F +10,293 shares

    0.03% of the 13F portfolio, value $4,090,178.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 174,282 shares
    Change vs previous 13F +16,064 shares

    0.03% of the 13F portfolio, value $3,815,031.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 158,218 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,313,092.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).