Skip to content
Disclosery

Arete Wealth Advisors, LLC: VCSH position timeline

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

Arete Wealth Advisors, LLC held 16,198 VCSH 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 16,198 shares
    Change vs previous 13F -656 shares

    0.08% of the 13F portfolio, value $1,280,158.

    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 16,854 shares
    Change vs previous 13F -4,189 shares

    0.1% of the 13F portfolio, value $1,336,465.

    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 21,043 shares
    Change vs previous 13F -4,396 shares

    0.12% of the 13F portfolio, value $1,677,807.

    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 25,439 shares
    Change vs previous 13F +3,553 shares

    0.13% of the 13F portfolio, value $2,033,000.

    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 21,886 shares
    Change vs previous 13F +920 shares

    0.12% of the 13F portfolio, value $1,740,000.

    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 20,966 shares
    Change vs previous 13F -2,145 shares

    0.13% of the 13F portfolio, value $1,655,000.

    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 23,111 shares
    Change vs previous 13F +397 shares

    0.13% of the 13F portfolio, value $1,803,000.

    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 22,714 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,803,000.

    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).