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Arete Wealth Advisors, LLC: XBGYX position timeline

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

Arete Wealth Advisors, LLC held 661,325 XBGYX 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 661,325 shares
    Change vs previous 13F +3,344 shares

    0.25% of the 13F portfolio, value $3,796,006.

    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 657,981 shares
    Change vs previous 13F -3,211 shares

    0.27% of the 13F portfolio, value $3,546,522.

    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 661,192 shares
    Change vs previous 13F -252,073 shares

    0.27% of the 13F portfolio, value $3,887,811.

    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 913,265 shares
    Change vs previous 13F -36,736 shares

    0.33% of the 13F portfolio, value $5,251,000.

    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 950,001 shares
    Change vs previous 13F -43,186 shares

    0.39% of the 13F portfolio, value $5,501,000.

    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 993,187 shares
    Change vs previous 13F -96,968 shares

    0.43% of the 13F portfolio, value $5,572,000.

    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 1,090,155 shares
    Change vs previous 13F +477,140 shares

    0.42% of the 13F portfolio, value $5,794,000.

    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 613,015 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,552,000.

    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).