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Arete Wealth Advisors, LLC: VXF position timeline

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

Arete Wealth Advisors, LLC held 41,724 VXF 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 41,724 shares
    Change vs previous 13F -439 shares

    0.68% of the 13F portfolio, value $10,273,003.

    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 42,163 shares
    Change vs previous 13F +9,957 shares

    0.65% of the 13F portfolio, value $8,670,628.

    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 32,206 shares
    Change vs previous 13F +2,082 shares

    0.47% of the 13F portfolio, value $6,734,966.

    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 30,124 shares
    Change vs previous 13F +980 shares

    0.39% of the 13F portfolio, value $6,306,000.

    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 29,144 shares
    Change vs previous 13F +1,650 shares

    0.4% of the 13F portfolio, value $5,616,000.

    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 27,494 shares
    Change vs previous 13F +2,033 shares

    0.36% of the 13F portfolio, value $4,736,000.

    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 25,461 shares
    Change vs previous 13F +179 shares

    0.35% of the 13F portfolio, value $4,847,000.

    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 25,282 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,579,000.

    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).