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Arete Wealth Advisors, LLC: HCMT position timeline

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

Arete Wealth Advisors, LLC held 119,649 HCMT 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 119,649 shares
    Change vs previous 13F -12,931 shares

    0.33% of the 13F portfolio, value $5,018,084.

    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 132,580 shares
    Change vs previous 13F -12,140 shares

    0.35% of the 13F portfolio, value $4,665,494.

    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 144,720 shares
    Change vs previous 13F +9,806 shares

    0.39% of the 13F portfolio, value $5,580,412.

    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 134,914 shares
    Change vs previous 13F +54,015 shares

    0.32% of the 13F portfolio, value $5,058,000.

    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 80,899 shares
    Change vs previous 13F +12,992 shares

    0.19% of the 13F portfolio, value $2,636,000.

    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 67,907 shares
    Change vs previous 13F +14,807 shares

    0.16% of the 13F portfolio, value $2,051,000.

    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 53,100 shares
    Change vs previous 13F +34,928 shares

    0.14% of the 13F portfolio, value $1,928,000.

    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 18,172 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $633,000.

    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).