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Arete Wealth Advisors, LLC: NVDA position timeline

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

Arete Wealth Advisors, LLC held 203,959 NVDA 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 203,959 shares
    Change vs previous 13F +8,383 shares

    2.7% of the 13F portfolio, value $40,810,163.

    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 195,576 shares
    Change vs previous 13F -2,469 shares

    2.55% of the 13F portfolio, value $34,088,231.

    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 198,045 shares
    Change vs previous 13F -39,997 shares

    2.56% of the 13F portfolio, value $36,935,446.

    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).

  4. period ended2025-09-30
    13F 238,042 shares
    Change vs previous 13F +11,092 shares

    2.78% of the 13F portfolio, value $44,450,000.

    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 226,950 shares
    Change vs previous 13F -24,382 shares

    2.53% of the 13F portfolio, value $35,703,000.

    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 251,332 shares
    Change vs previous 13F +3,882 shares

    2.08% of the 13F portfolio, value $27,252,000.

    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 247,450 shares
    Change vs previous 13F +52,482 shares

    2.4% of the 13F portfolio, value $33,306,000.

    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 194,968 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $23,514,000.

    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).