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Arete Wealth Advisors, LLC: TIP position timeline

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

Arete Wealth Advisors, LLC held 14,961 TIP 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 14,961 shares
    Change vs previous 13F +1,301 shares

    0.11% of the 13F portfolio, value $1,637,260.

    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 13,660 shares
    Change vs previous 13F -1,543 shares

    0.11% of the 13F portfolio, value $1,508,726.

    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 15,203 shares
    Change vs previous 13F -389 shares

    0.12% of the 13F portfolio, value $1,670,990.

    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 15,592 shares
    Change vs previous 13F -1,697 shares

    0.11% of the 13F portfolio, value $1,733,000.

    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 17,289 shares
    Change vs previous 13F -21,724 shares

    0.14% of the 13F portfolio, value $1,902,000.

    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 39,013 shares
    Change vs previous 13F +12,963 shares

    0.33% of the 13F portfolio, value $4,334,000.

    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 26,050 shares
    Change vs previous 13F -7,702 shares

    0.2% of the 13F portfolio, value $2,777,000.

    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 33,752 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,724,000.

    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).