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Arete Wealth Advisors, LLC: SPSB position timeline

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

Arete Wealth Advisors, LLC held 86,410 SPSB 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 86,410 shares
    Change vs previous 13F +4,883 shares

    0.17% of the 13F portfolio, value $2,593,164.

    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 81,527 shares
    Change vs previous 13F +1,930 shares

    0.18% of the 13F portfolio, value $2,452,698.

    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 79,597 shares
    Change vs previous 13F +654 shares

    0.17% of the 13F portfolio, value $2,403,829.

    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 78,943 shares
    Change vs previous 13F +6,576 shares

    0.15% of the 13F portfolio, value $2,391,000.

    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 72,367 shares
    Change vs previous 13F +1,357 shares

    0.16% of the 13F portfolio, value $2,185,000.

    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 71,010 shares
    Change vs previous 13F -135 shares

    0.16% of the 13F portfolio, value $2,137,000.

    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 71,145 shares
    Change vs previous 13F -26,268 shares

    0.15% of the 13F portfolio, value $2,124,000.

    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 97,413 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,948,000.

    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).