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Arete Wealth Advisors, LLC: SMIZ position timeline

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

Arete Wealth Advisors, LLC held 113,896 SMIZ 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 113,896 shares
    Change vs previous 13F -2,508 shares

    0.34% of the 13F portfolio, value $5,082,077.

    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 116,404 shares
    Change vs previous 13F -26,993 shares

    0.32% of the 13F portfolio, value $4,306,398.

    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 143,397 shares
    Change vs previous 13F +7,445 shares

    0.37% of the 13F portfolio, value $5,304,272.

    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 135,952 shares
    Change vs previous 13F +5,673 shares

    0.32% of the 13F portfolio, value $5,078,000.

    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 130,279 shares
    Change vs previous 13F +16,813 shares

    0.31% of the 13F portfolio, value $4,415,000.

    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 113,466 shares
    Change vs previous 13F +5,312 shares

    0.26% of the 13F portfolio, value $3,436,000.

    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 108,154 shares
    Change vs previous 13F +11,907 shares

    0.26% of the 13F portfolio, value $3,590,000.

    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 96,247 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,173,000.

    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).