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Arete Wealth Advisors, LLC: FLTR position timeline

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

Arete Wealth Advisors, LLC held 325,376 FLTR 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 325,376 shares
    Change vs previous 13F +768 shares

    0.55% of the 13F portfolio, value $8,332,899.

    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 324,608 shares
    Change vs previous 13F -279,918 shares

    0.62% of the 13F portfolio, value $8,269,406.

    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 604,526 shares
    Change vs previous 13F +16,921 shares

    1.07% of the 13F portfolio, value $15,403,342.

    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 587,605 shares
    Change vs previous 13F -381,201 shares

    0.94% of the 13F portfolio, value $15,025,000.

    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 968,806 shares
    Change vs previous 13F +75,774 shares

    1.75% of the 13F portfolio, value $24,705,000.

    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 893,032 shares
    Change vs previous 13F +64,482 shares

    1.74% of the 13F portfolio, value $22,817,000.

    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 828,550 shares
    Change vs previous 13F +15,603 shares

    1.52% of the 13F portfolio, value $21,083,000.

    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 812,947 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $20,699,000.

    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).