Arete Wealth Advisors, LLC: NTLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on NTLA, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 0 NTLA 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 -30,843 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 30,843 sharesChange vs previous 13F +15,675 shares
0.02% of the 13F portfolio, value $277,278.
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 15,168 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $262,000.
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 15,168 sharesChange vs previous 13F +2,656 shares
0.01% of the 13F portfolio, value $142,000.
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 12,512 sharesChange vs previous 13F +2,240 shares
0.01% of the 13F portfolio, value $89,000.
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 10,272 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $121,000.
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).