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Arete Wealth Advisors, LLC: JDVI position timeline

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

Arete Wealth Advisors, LLC held 58,218 JDVI 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 58,218 shares
    Change vs previous 13F +1,591 shares

    0.15% of the 13F portfolio, value $2,245,177.

    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 56,627 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,028,662.

    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).