Arete Wealth Advisors, LLC: TYG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on TYG, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 137,223 TYG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F/A 137,223 sharesChange vs previous 13F +213 shares
0.39% of the 13F portfolio, value $5,882,789.
13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 137,010 sharesChange vs previous 13F +3,281 shares
0.51% of the 13F portfolio, value $6,822,433.
13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 133,729 sharesChange vs previous 13F +2,793 shares
0.38% of the 13F portfolio, value $5,469,552.
13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 130,936 sharesChange vs previous 13F +9,032 shares
0.35% of the 13F portfolio, value $5,642,000.
13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 121,904 sharesChange vs previous 13F +877 shares
0.38% of the 13F portfolio, value $5,350,000.
13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 121,027 sharesChange vs previous 13F +3,028 shares
0.4% of the 13F portfolio, value $5,210,000.
13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 117,999 sharesChange vs previous 13F -13,325 shares
0.36% of the 13F portfolio, value $4,970,000.
13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 131,324 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $5,159,000.
13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).