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NAPLES GLOBAL ADVISORS, LLC: ARE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPLES GLOBAL ADVISORS, LLC on ARE, newest first. How the timeline and the estimate are built.

NAPLES GLOBAL ADVISORS, LLC held 17,188 ARE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,188 shares
    Change vs previous 13F -775 shares

    0.06% of the 13F portfolio, value $920,762.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL 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 17,963 shares
    Change vs previous 13F -2,149 shares

    0.06% of the 13F portfolio, value $845,484.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 20,112 shares
    Change vs previous 13F -32,177 shares

    0.07% of the 13F portfolio, value $997,391.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 52,289 shares
    Change vs previous 13F +24,611 shares

    0.34% of the 13F portfolio, value $4,421,998.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 27,678 shares
    Change vs previous 13F -2,302 shares

    0.18% of the 13F portfolio, value $2,045,474.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL 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 29,980 shares
    Change vs previous 13F +2,623 shares

    0.27% of the 13F portfolio, value $2,812,317.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL 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 27,357 shares
    Change vs previous 13F +26 shares

    0.25% of the 13F portfolio, value $2,704,034.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL 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 27,331 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,280,478.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).