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Arete Wealth Advisors, LLC: AVK position timeline

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

Arete Wealth Advisors, LLC held 319,601 AVK 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 319,601 shares
    Change vs previous 13F +1,913 shares

    0.28% of the 13F portfolio, value $4,186,776.

    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 317,688 shares
    Change vs previous 13F +9,640 shares

    0.27% of the 13F portfolio, value $3,551,836.

    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 308,048 shares
    Change vs previous 13F +11,517 shares

    0.27% of the 13F portfolio, value $3,862,924.

    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 296,531 shares
    Change vs previous 13F -14,387 shares

    0.24% of the 13F portfolio, value $3,793,000.

    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 310,918 shares
    Change vs previous 13F -12,483 shares

    0.27% of the 13F portfolio, value $3,765,000.

    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 323,401 shares
    Change vs previous 13F +855 shares

    0.28% of the 13F portfolio, value $3,729,000.

    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 322,546 shares
    Change vs previous 13F -277,493 shares

    0.27% of the 13F portfolio, value $3,780,000.

    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).

  8. period ended2024-09-30
    13F/A 600,039 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,594,000.

    13F-HR/A 0001600151-24-000005 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).