Arete Wealth Advisors, LLC: PCY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on PCY, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 15,127 PCY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F/A 15,127 sharesChange vs previous 13F +506 shares
0.02% of the 13F portfolio, value $327,499.
13F-HR/A 0001600151-26-000009 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 ended2026-03-3113F/A 14,621 sharesChange vs previous 13F +3,525 shares
0.02% of the 13F portfolio, value $305,924.
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).
- period ended2025-12-3113F/A 11,096 sharesChange vs previous 13F +771 shares
0.02% of the 13F portfolio, value $240,347.
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 10,325 sharesChange vs previous 13F -110 shares
0.01% of the 13F portfolio, value $223,000.
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 10,435 sharesChange vs previous 13F -350 shares
0.02% of the 13F portfolio, value $213,000.
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 10,785 sharesChange vs previous 13F +258 shares
0.02% of the 13F portfolio, value $218,000.
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 10,527 sharesChange vs previous 13F -500 shares
0.02% of the 13F portfolio, value $209,000.
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 11,027 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $236,000.
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).