Arete Wealth Advisors, LLC: BND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on BND, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 16,351 BND shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F/A 16,351 sharesChange vs previous 13F +234 shares
0.08% of the 13F portfolio, value $1,200,329.
13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 16,117 sharesChange vs previous 13F -8,267 shares
0.09% of the 13F portfolio, value $1,186,981.
13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 24,384 sharesChange vs previous 13F +8,114 shares
0.13% of the 13F portfolio, value $1,806,137.
13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,270 sharesChange vs previous 13F +3,237 shares
0.08% of the 13F portfolio, value $1,209,000.
13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,033 sharesChange vs previous 13F +599 shares
0.07% of the 13F portfolio, value $960,000.
13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,434 sharesChange vs previous 13F +883 shares
0.07% of the 13F portfolio, value $913,000.
13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,551 sharesChange vs previous 13F -690 shares
0.06% of the 13F portfolio, value $831,000.
13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 12,241 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $919,000.
13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).