13F

Position

CreativeOne Wealth, LLC in Ares Capital Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$154.2K$20.23$18.02

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025112.7K$2.28M0.1%
Q1 202669.8K$1.26M$18.02−$154.2K−$869.5K0.0%