Skip to content
Disclosery

Arete Wealth Advisors, LLC: APLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on APLD, newest first. How the timeline and the estimate are built.

Arete Wealth Advisors, LLC held 125,486 APLD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 125,486 shares
    Change vs previous 13F -48,782 shares

    0.31% of the 13F portfolio, value $4,680,627.

    13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 174,268 shares
    Change vs previous 13F -14,835 shares

    0.31% of the 13F portfolio, value $4,137,154.

    13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 189,103 shares
    Change vs previous 13F -85,622 shares

    0.32% of the 13F portfolio, value $4,636,805.

    13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 274,725 shares
    Change vs previous 13F -134,149 shares

    0.39% of the 13F portfolio, value $6,302,000.

    13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 408,874 shares
    Change vs previous 13F -656,558 shares

    0.29% of the 13F portfolio, value $4,090,000.

    13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,065,432 shares
    Change vs previous 13F +574,485 shares

    0.46% of the 13F portfolio, value $5,988,000.

    13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 490,947 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,757,000.

    13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).