Arete Wealth Advisors, LLC: LHX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on LHX, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 0 LHX shares at 2025-12-31 per its 13F-HR/A filed 2026-08-11.
the latest 13F is the newest step
- period ended2025-12-3113F/A 0 sharesChange vs previous 13F -2,300 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,300 sharesChange vs previous 13F +46 shares
0.04% of the 13F portfolio, value $703,000.
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 2,254 sharesChange vs previous 13F -73 shares
0.04% of the 13F portfolio, value $565,000.
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 2,327 sharesChange vs previous 13F +289 shares
0.04% of the 13F portfolio, value $487,000.
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 2,038 sharesChange vs previous 13F +169 shares
0.03% of the 13F portfolio, value $427,000.
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 1,869 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $442,000.
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).