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Arete Wealth Advisors, LLC: COPY position timeline

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

Arete Wealth Advisors, LLC held 92,620 COPY 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 92,620 shares
    Change vs previous 13F +55,705 shares

    0.09% of the 13F portfolio, value $1,364,292.

    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 36,915 shares
    Change vs previous 13F +16,880 shares

    0.04% of the 13F portfolio, value $506,842.

    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 20,035 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $258,451.

    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).