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Arete Wealth Advisors, LLC: SPYI position timeline

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

Arete Wealth Advisors, LLC held 60,562 SPYI 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 60,562 shares
    Change vs previous 13F -1,954 shares

    0.21% of the 13F portfolio, value $3,215,263.

    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 62,516 shares
    Change vs previous 13F +8,028 shares

    0.23% of the 13F portfolio, value $3,082,987.

    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 54,488 shares
    Change vs previous 13F +2,778 shares

    0.2% of the 13F portfolio, value $2,862,255.

    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 51,710 shares
    Change vs previous 13F +15,996 shares

    0.17% of the 13F portfolio, value $2,704,000.

    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 35,714 shares
    Change vs previous 13F +18,737 shares

    0.13% of the 13F portfolio, value $1,797,000.

    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 16,977 shares
    Change vs previous 13F +2,679 shares

    0.06% of the 13F portfolio, value $813,000.

    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 14,298 shares
    Change vs previous 13F +244 shares

    0.05% of the 13F portfolio, value $728,000.

    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 14,054 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $718,000.

    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).