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Arete Wealth Advisors, LLC: IEFA position timeline

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

Arete Wealth Advisors, LLC held 29,185 IEFA 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 29,185 shares
    Change vs previous 13F -60 shares

    0.19% of the 13F portfolio, value $2,818,739.

    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 29,245 shares
    Change vs previous 13F -2,960 shares

    0.2% of the 13F portfolio, value $2,646,935.

    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 32,205 shares
    Change vs previous 13F -16,660 shares

    0.2% of the 13F portfolio, value $2,881,095.

    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 48,865 shares
    Change vs previous 13F +69 shares

    0.27% of the 13F portfolio, value $4,267,000.

    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 48,796 shares
    Change vs previous 13F +10,725 shares

    0.29% of the 13F portfolio, value $4,074,000.

    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 38,071 shares
    Change vs previous 13F -730 shares

    0.22% of the 13F portfolio, value $2,881,000.

    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 38,801 shares
    Change vs previous 13F +13,539 shares

    0.2% of the 13F portfolio, value $2,729,000.

    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 25,262 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,967,000.

    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).