Skip to content
Disclosery

Arete Wealth Advisors, LLC: XLU position timeline

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

Arete Wealth Advisors, LLC held 53,405 XLU 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 53,405 shares
    Change vs previous 13F -57,998 shares

    0.16% of the 13F portfolio, value $2,420,828.

    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 111,403 shares
    Change vs previous 13F +72,823 shares

    0.38% of the 13F portfolio, value $5,107,957.

    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 38,580 shares
    Change vs previous 13F +24,084 shares

    0.11% of the 13F portfolio, value $1,647,006.

    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 14,496 shares
    Change vs previous 13F -3,029 shares

    0.08% of the 13F portfolio, value $1,264,000.

    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 17,525 shares
    Change vs previous 13F +366 shares

    0.1% of the 13F portfolio, value $1,431,000.

    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 17,159 shares
    Change vs previous 13F +1,243 shares

    0.1% of the 13F portfolio, value $1,353,000.

    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 15,916 shares
    Change vs previous 13F +739 shares

    0.09% of the 13F portfolio, value $1,203,000.

    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 15,177 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,223,000.

    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).