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Arete Wealth Advisors, LLC: EFV position timeline

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

Arete Wealth Advisors, LLC held 305,937 EFV 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 305,937 shares
    Change vs previous 13F -9,907 shares

    1.55% of the 13F portfolio, value $23,419,551.

    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 315,844 shares
    Change vs previous 13F -14,238 shares

    1.76% of the 13F portfolio, value $23,495,140.

    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 330,082 shares
    Change vs previous 13F -3,962 shares

    1.63% of the 13F portfolio, value $23,571,222.

    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 334,044 shares
    Change vs previous 13F +13,915 shares

    1.42% of the 13F portfolio, value $22,659,000.

    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 320,129 shares
    Change vs previous 13F +13,909 shares

    1.44% of the 13F portfolio, value $20,322,000.

    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 306,220 shares
    Change vs previous 13F +7,930 shares

    1.38% of the 13F portfolio, value $18,049,000.

    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 298,290 shares
    Change vs previous 13F +18,898 shares

    1.13% of the 13F portfolio, value $15,678,000.

    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 279,392 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $16,053,000.

    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).