Burling Wealth Partners’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.58M	Buy	20,679 +3,288	+19%	+$569K	0.66%	42
2025 Q1	$2.55M	Buy	17,391 +2,037	+13%	+$299K	0.54%	53
2024 Q4	$2.72M	Buy	+15,354	New	+$2.72M	0.55%	50