Skip to content
Disclosery

Arete Wealth Advisors, LLC: FOPC position timeline

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

Arete Wealth Advisors, LLC held 18,855 FOPC 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 18,855 shares
    Change vs previous 13F -1,210 shares

    0.03% of the 13F portfolio, value $478,553.

    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 20,065 shares
    Change vs previous 13F -892 shares

    0.04% of the 13F portfolio, value $509,550.

    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 20,957 shares
    Change vs previous 13F -1,425 shares

    0.04% of the 13F portfolio, value $535,451.

    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).

  4. period ended2025-09-30
    13F 22,382 shares
    Change vs previous 13F -1,691 shares

    0.04% of the 13F portfolio, value $575,000.

    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 24,073 shares
    Change vs previous 13F -87 shares

    0.04% of the 13F portfolio, value $613,000.

    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 24,160 shares
    Change vs previous 13F +68 shares

    0.05% of the 13F portfolio, value $612,000.

    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 24,092 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $604,000.

    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).