Arete Wealth Advisors, LLC: BUFR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on BUFR, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 12,020 BUFR 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 12,020 sharesChange vs previous 13F -1,660 shares
0.03% of the 13F portfolio, value $439,090.
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 13,680 sharesChange vs previous 13F -10 shares
0.03% of the 13F portfolio, value $461,720.
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 13,690 sharesChange vs previous 13F -290 shares
0.03% of the 13F portfolio, value $469,019.
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 13,980 sharesChange vs previous 13F -295 shares
0.03% of the 13F portfolio, value $467,000.
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 14,275 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $454,000.
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 14,275 sharesChange vs previous 13F -40 shares
0.03% of the 13F portfolio, value $424,000.
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 14,315 sharesChange vs previous 13F -250 shares
0.03% of the 13F portfolio, value $436,000.
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 14,565 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $434,000.
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).