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Arete Wealth Advisors, LLC: JMEE position timeline

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

Arete Wealth Advisors, LLC held 23,912 JMEE 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 23,912 shares
    Change vs previous 13F +846 shares

    0.12% of the 13F portfolio, value $1,865,853.

    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 23,066 shares
    Change vs previous 13F +23,066 shares

    0.12% of the 13F portfolio, value $1,537,348.

    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 0 shares
    Change vs previous 13F -8,882 shares

    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).

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

  4. period ended2025-09-30
    13F 8,882 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $563,000.

    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 8,886 shares
    Change vs previous 13F +151 shares

    0.04% of the 13F portfolio, value $526,000.

    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 8,735 shares
    Change vs previous 13F -591 shares

    0.04% of the 13F portfolio, value $489,000.

    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 9,326 shares
    Change vs previous 13F +2,833 shares

    0.04% of the 13F portfolio, value $565,000.

    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 6,493 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $394,000.

    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).