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Granite Bay Wealth Management, LLC: ARES position timeline

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

Granite Bay Wealth Management, LLC held 44,549 ARES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,549 shares
    Change vs previous 13F -283 shares

    0.46% of the 13F portfolio, value $4,959,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay 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 44,832 shares
    Change vs previous 13F +13,805 shares

    1.04% of the 13F portfolio, value $4,902,647.

    13F-HR 0001911472-26-000002 filed by Granite Bay 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 31,027 shares
    Change vs previous 13F +5,795 shares

    1.22% of the 13F portfolio, value $5,015,146.

    13F-HR 0001911472-26-000001 filed by Granite Bay 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 25,232 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $4,034,344.

    13F-HR 0001911472-25-000005 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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