DWM
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Diversify Wealth Management’s Ares Capital ARCC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
15,122
+5
+0% +$112 0.02% 435
2025
Q1
$312K Buy
15,117
+2,031
+16% +$42K 0.02% 429
2024
Q4
$288K Buy
+13,086
New +$288K 0.02% 435