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Arete Wealth Advisors, LLC: TSPY position timeline

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

Arete Wealth Advisors, LLC held 44,245 TSPY 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 44,245 shares
    Change vs previous 13F +5,584 shares

    0.07% of the 13F portfolio, value $1,120,283.

    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 38,661 shares
    Change vs previous 13F +19,054 shares

    0.07% of the 13F portfolio, value $895,002.

    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 19,607 shares
    Change vs previous 13F -624 shares

    0.03% of the 13F portfolio, value $499,978.

    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 20,231 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $518,000.

    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).