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CASTLE WEALTH MANAGEMENT LLC: ARCC position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 81,837 ARCC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,837 shares
    Change vs previous 13F +3,043 shares

    0.45% of the 13F portfolio, value $1,516,440.

    13F-HR 0001936420-26-000005 filed by CASTLE 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 78,794 shares
    Change vs previous 13F +11,787 shares

    0.46% of the 13F portfolio, value $1,419,877.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 67,007 shares
    Change vs previous 13F +2,620 shares

    0.45% of the 13F portfolio, value $1,355,560.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 64,387 shares
    Change vs previous 13F +14,388 shares

    0.44% of the 13F portfolio, value $1,314,131.

    13F-HR 0001936420-25-000008 filed by CASTLE 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 49,999 shares
    Change vs previous 13F +301 shares

    0.4% of the 13F portfolio, value $1,097,981.

    13F-HR 0001936420-25-000005 filed by CASTLE 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 49,698 shares
    Change vs previous 13F +1,388 shares

    0.43% of the 13F portfolio, value $1,101,302.

    13F-HR 0001936420-25-000003 filed by CASTLE 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 48,310 shares
    Change vs previous 13F -1,414 shares

    0.42% of the 13F portfolio, value $1,057,508.

    13F-HR 0001936420-25-000001 filed by CASTLE 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 49,724 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,041,219.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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