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Arete Wealth Advisors, LLC: UJUL position timeline

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

Arete Wealth Advisors, LLC held 58,450 UJUL 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 58,450 shares
    Change vs previous 13F +70 shares

    0.16% of the 13F portfolio, value $2,383,006.

    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 58,380 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $2,235,954.

    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 58,373 shares
    Change vs previous 13F -3,541 shares

    0.16% of the 13F portfolio, value $2,261,953.

    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 61,914 shares
    Change vs previous 13F +50,596 shares

    0.15% of the 13F portfolio, value $2,358,000.

    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 11,318 shares
    Change vs previous 13F -7,368 shares

    0.03% of the 13F portfolio, value $416,000.

    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 18,686 shares
    Change vs previous 13F -2,203 shares

    0.05% of the 13F portfolio, value $627,000.

    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 20,889 shares
    Change vs previous 13F -812 shares

    0.05% of the 13F portfolio, value $721,000.

    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 21,701 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $735,000.

    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).