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Arete Wealth Advisors, LLC: FCBD position timeline

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

Arete Wealth Advisors, LLC held 39,269 FCBD 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 39,269 shares
    Change vs previous 13F -2,110 shares

    0.07% of the 13F portfolio, value $993,512.

    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 41,379 shares
    Change vs previous 13F -2,329 shares

    0.08% of the 13F portfolio, value $1,048,750.

    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 43,708 shares
    Change vs previous 13F -3,523 shares

    0.08% of the 13F portfolio, value $1,114,335.

    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 47,231 shares
    Change vs previous 13F -4,086 shares

    0.08% of the 13F portfolio, value $1,210,000.

    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 51,317 shares
    Change vs previous 13F -2,866 shares

    0.09% of the 13F portfolio, value $1,306,000.

    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 54,183 shares
    Change vs previous 13F -4,283 shares

    0.1% of the 13F portfolio, value $1,374,000.

    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 58,466 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,463,000.

    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).