Skip to content
Disclosery

Arete Wealth Advisors, LLC: PVAL position timeline

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

Arete Wealth Advisors, LLC held 676,109 PVAL 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 676,109 shares
    Change vs previous 13F -25,133 shares

    2.28% of the 13F portfolio, value $34,447,777.

    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 701,242 shares
    Change vs previous 13F +82,438 shares

    2.44% of the 13F portfolio, value $32,537,656.

    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 618,804 shares
    Change vs previous 13F +19,301 shares

    1.95% of the 13F portfolio, value $28,198,925.

    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 599,503 shares
    Change vs previous 13F +20,689 shares

    1.6% of the 13F portfolio, value $25,611,000.

    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 578,814 shares
    Change vs previous 13F +183,455 shares

    1.65% of the 13F portfolio, value $23,286,000.

    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 395,359 shares
    Change vs previous 13F +28,571 shares

    1.15% of the 13F portfolio, value $15,055,000.

    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 366,788 shares
    Change vs previous 13F +88,393 shares

    0.98% of the 13F portfolio, value $13,604,000.

    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 278,395 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $10,526,000.

    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).