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Arete Wealth Advisors, LLC: PSC position timeline

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

Arete Wealth Advisors, LLC held 62,934 PSC 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 62,934 shares
    Change vs previous 13F -2,159 shares

    0.29% of the 13F portfolio, value $4,412,949.

    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 65,093 shares
    Change vs previous 13F +2,694 shares

    0.28% of the 13F portfolio, value $3,726,922.

    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 62,399 shares
    Change vs previous 13F +2,523 shares

    0.25% of the 13F portfolio, value $3,602,336.

    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 59,876 shares
    Change vs previous 13F +906 shares

    0.21% of the 13F portfolio, value $3,411,000.

    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 58,970 shares
    Change vs previous 13F +26,743 shares

    0.22% of the 13F portfolio, value $3,142,000.

    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 32,227 shares
    Change vs previous 13F +6,826 shares

    0.12% of the 13F portfolio, value $1,563,000.

    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 25,401 shares
    Change vs previous 13F +3,149 shares

    0.09% of the 13F portfolio, value $1,304,000.

    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 22,252 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,151,000.

    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).