Arete Wealth Advisors, LLC: KJAN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on KJAN, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 0 KJAN shares at 2026-03-31 per its 13F-HR/A filed 2026-05-20.
the latest 13F is the newest step
- period ended2026-03-3113F/A 0 sharesChange vs previous 13F -20,475 shares
13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F/A 20,475 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $848,074.
13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,475 sharesChange vs previous 13F +834 shares
0.05% of the 13F portfolio, value $826,000.
13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,641 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $736,000.
13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,641 sharesChange vs previous 13F +398 shares
0.05% of the 13F portfolio, value $702,000.
13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,243 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $722,000.
13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 19,243 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $712,000.
13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).