Frank Rimerman Advisors’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	$778K	Sell	4,490 -956	-18%	-$166K	0.05%	254
2025 Q1	$798K	Buy	5,446 +671	+14%	+$98.4K	0.06%	230
2024 Q4	$845K	Buy	4,775 +65	+1%	+$11.5K	0.06%	220
2024 Q3	$734K	Buy	4,710 +7	+0.1%	+$1.09K	0.05%	267
2024 Q2	$627K	Buy	+4,703	New	+$627K	0.04%	297