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Arete Wealth Advisors, LLC: MORT position timeline

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

Arete Wealth Advisors, LLC held 0 MORT shares at 2026-03-31 per its 13F-HR/A filed 2026-05-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -247,658 shares

    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).

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

  2. period ended2025-12-31
    13F/A 247,658 shares
    Change vs previous 13F +4,814 shares

    0.18% of the 13F portfolio, value $2,602,891.

    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).

  3. period ended2025-09-30
    13F 242,844 shares
    Change vs previous 13F +39,083 shares

    0.16% of the 13F portfolio, value $2,615,000.

    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).

  4. period ended2025-06-30
    13F 203,761 shares
    Change vs previous 13F +12,301 shares

    0.15% of the 13F portfolio, value $2,152,000.

    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).

  5. period ended2025-03-31
    13F 191,460 shares
    Change vs previous 13F +1,714 shares

    0.16% of the 13F portfolio, value $2,139,000.

    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).

  6. period ended2024-12-31
    13F 189,746 shares
    Change vs previous 13F +3,822 shares

    0.15% of the 13F portfolio, value $2,014,000.

    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).

  7. period ended2024-09-30
    13F/A 185,924 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,239,000.

    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).