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Arete Wealth Advisors, LLC: FRDM position timeline

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

Arete Wealth Advisors, LLC held 36,907 FRDM 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 36,907 shares
    Change vs previous 13F -156 shares

    0.18% of the 13F portfolio, value $2,690,520.

    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 37,063 shares
    Change vs previous 13F +20,885 shares

    0.15% of the 13F portfolio, value $2,026,234.

    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 16,178 shares
    Change vs previous 13F +2,164 shares

    0.06% of the 13F portfolio, value $829,446.

    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 14,014 shares
    Change vs previous 13F +1,140 shares

    0.04% of the 13F portfolio, value $621,000.

    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 12,874 shares
    Change vs previous 13F -811 shares

    0.04% of the 13F portfolio, value $520,000.

    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 13,685 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $480,000.

    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 13,673 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $448,000.

    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 13,729 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $490,000.

    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).