Farther Finance Advisors, LLC ARES/PRB ARES MANAGEMENT CORPORATION 6.75 SE B PFD

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported ARES MANAGEMENT CORPORATION 6.75 SE B PFD (ARES/PRB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows ARES/PRB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARES/PRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in ARES MANAGEMENT CORPORATION 6.75 SE B PFD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ARES/PRB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held ARES/PRB — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 254 0% 0.00% $9K 2026-07-17
2026 Q1 ADDED 254 +54 +27.0% 0.00% $9K 2026-04-07
2025 Q3 UNCHANGED 200 0% 0.00% $10K 2025-10-14
2025 Q2 UNCHANGED 200 0% 0.00% $11K 2025-07-11
2025 Q1 INITIATED 200 0.00% $10K 2025-04-14

FAQ About Farther Finance Advisors, LLC and ARES/PRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning ARES/PRB?

Farther Finance Advisors, LLC reported ARES/PRB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported ARES/PRB position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for ARES/PRB was 0.00% in 2025 Q1.

What is the latest reported ARES/PRB position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 254 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this ARES/PRB ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly ARES/PRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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