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Arete Wealth Advisors, LLC: SPAB position timeline

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

Arete Wealth Advisors, LLC held 1,347,217 SPAB 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 1,347,217 shares
    Change vs previous 13F +19 shares

    2.27% of the 13F portfolio, value $34,380,990.

    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 1,347,198 shares
    Change vs previous 13F +169,271 shares

    2.59% of the 13F portfolio, value $34,540,591.

    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 1,177,927 shares
    Change vs previous 13F +50,661 shares

    2.1% of the 13F portfolio, value $30,331,622.

    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 1,127,266 shares
    Change vs previous 13F +41,713 shares

    1.83% of the 13F portfolio, value $29,136,000.

    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 1,085,553 shares
    Change vs previous 13F +124,810 shares

    1.97% of the 13F portfolio, value $27,790,000.

    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 960,743 shares
    Change vs previous 13F +95,364 shares

    1.87% of the 13F portfolio, value $24,537,000.

    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 865,379 shares
    Change vs previous 13F +82,811 shares

    1.56% of the 13F portfolio, value $21,649,000.

    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 782,568 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $20,434,000.

    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).