Skip to content
Disclosery

Arete Wealth Advisors, LLC: ZECP position timeline

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

Arete Wealth Advisors, LLC held 251,786 ZECP 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 251,786 shares
    Change vs previous 13F +92,348 shares

    0.51% of the 13F portfolio, value $7,788,969.

    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 159,438 shares
    Change vs previous 13F -65,207 shares

    0.4% of the 13F portfolio, value $5,384,237.

    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 224,645 shares
    Change vs previous 13F -4,561 shares

    0.54% of the 13F portfolio, value $7,808,693.

    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 229,206 shares
    Change vs previous 13F +5,905 shares

    0.48% of the 13F portfolio, value $7,706,000.

    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 223,301 shares
    Change vs previous 13F -87,890 shares

    0.51% of the 13F portfolio, value $7,126,000.

    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 311,191 shares
    Change vs previous 13F +10,372 shares

    0.72% of the 13F portfolio, value $9,364,000.

    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 300,819 shares
    Change vs previous 13F +42,157 shares

    0.66% of the 13F portfolio, value $9,163,000.

    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 258,662 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $7,941,000.

    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).