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Disclosery

Lewis Asset Management, LLC: ARCC position timeline

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

Lewis Asset Management, LLC held 50,248 ARCC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,248 shares
    Change vs previous 13F +23,654 shares

    0.33% of the 13F portfolio, value $931,090.

    13F-HR 0002004520-26-000003 filed by Lewis Asset 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 26,594 shares
    Change vs previous 13F -1,894 shares

    0.2% of the 13F portfolio, value $479,228.

    13F-HR 0002004520-26-000002 filed by Lewis Asset 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 28,488 shares
    Change vs previous 13F -3,432 shares

    0.23% of the 13F portfolio, value $576,313.

    13F-HR 0002004520-26-000001 filed by Lewis Asset 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 31,920 shares
    Change vs previous 13F -4,164 shares

    0.27% of the 13F portfolio, value $651,480.

    13F-HR 0002004520-25-000009 filed by Lewis Asset 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 36,084 shares
    Change vs previous 13F +6,054 shares

    0.37% of the 13F portfolio, value $792,396.

    13F-HR 0002004520-25-000007 filed by Lewis Asset 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 30,030 shares
    Change vs previous 13F +975 shares

    0.55% of the 13F portfolio, value $665,466.

    13F-HR 0002004520-25-000006 filed by Lewis Asset 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 29,055 shares
    Change vs previous 13F +346 shares

    0.49% of the 13F portfolio, value $636,010.

    13F-HR 0002004520-25-000002 filed by Lewis Asset 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 28,709 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $601,177.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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