Arete Wealth Advisors, LLC: GROZ position timeline

Arete Wealth Advisors, LLC held 157,722 GROZ 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 157,722 shares

   Change vs previous 13F +27,214 shares

   0.33% of the 13F portfolio, value $5,012,430.

   13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F/A 130,508 shares

   Change vs previous 13F -8,992 shares

   0.27% of the 13F portfolio, value $3,598,127.

   13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, LLC
   Filed 2026-05-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F/A 139,500 shares

   Change vs previous 13F +4,477 shares

   0.29% of the 13F portfolio, value $4,157,100.

   13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 135,023 shares

   Change vs previous 13F -1,623 shares

   0.25% of the 13F portfolio, value $3,944,000.

   13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 136,646 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $3,619,000.

   13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).