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Waterloo Capital, L.P.: ARCC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on ARCC, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 155,301 ARCC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,301 shares
    Change vs previous 13F -2,376 shares

    0.16% of the 13F portfolio, value $2,877,729.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 157,677 shares
    Change vs previous 13F +2,221 shares

    0.2% of the 13F portfolio, value $2,841,341.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 155,456 shares
    Change vs previous 13F +4,720 shares

    0.23% of the 13F portfolio, value $3,144,870.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 150,736 shares
    Change vs previous 13F +5,651 shares

    0.23% of the 13F portfolio, value $3,076,527.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 145,085 shares
    Change vs previous 13F +771 shares

    0.26% of the 13F portfolio, value $3,186,056.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 144,314 shares
    Change vs previous 13F +5,715 shares

    0.3% of the 13F portfolio, value $3,198,008.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 138,599 shares
    Change vs previous 13F +9,139 shares

    0.32% of the 13F portfolio, value $3,033,928.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 129,460 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,710,885.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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