Arete Wealth Advisors, LLC: IGM position timeline

Arete Wealth Advisors, LLC held 21,506 IGM 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 21,506 shares

   Change vs previous 13F +21,506 shares

   0.23% of the 13F portfolio, value $3,517,953.

   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 0 shares

   Change vs previous 13F -24,456 shares

   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).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F/A 24,456 shares

   Change vs previous 13F -996 shares

   0.22% of the 13F portfolio, value $3,158,736.

   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 25,452 shares

   Change vs previous 13F +7,288 shares

   0.2% of the 13F portfolio, value $3,206,000.

   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 18,164 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $2,041,000.

   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).