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Arete Wealth Advisors, LLC: EPR position timeline

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

Arete Wealth Advisors, LLC held 0 EPR shares at 2025-12-31 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -6,893 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 6,893 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $400,000.

    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).

  3. period ended2025-06-30
    13F 6,914 shares
    Change vs previous 13F -78 shares

    0.03% of the 13F portfolio, value $403,000.

    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).

  4. period ended2025-03-31
    13F 6,992 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $365,000.

    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).

  5. period ended2024-12-31
    13F 6,992 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,000.

    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).