Arete Wealth Management, LLC
CIK
0001600151
City
CHICAGO
State / Country
IL
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $204,519 | 18,902 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $447,139 | 41,211 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $424,844 | 41,207 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $433,205 | 39,890 | Shares | Sole | 2025-05-16 |
| 2024-12-31 | $426,006 | 39,191 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $378,791 | 32,101 | Shares | Sole | 2024-11-18 |
| 2024-06-30 | $374,584 | 33,716 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $400,025 | 36,399 | Shares | Sole | 2024-05-16 |
| 2023-12-31 | $412,494 | 38,053 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $373,945 | 40,037 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $449,265 | 41,870 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $464,312 | 42,403 | Shares | Sole | 2023-05-22 |
| 2022-12-31 | $340,526 | 32,493 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $812,969 | 78,472 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $924,824 | 79,933 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $913,530 | 72,560 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $1,033,738 | 69,800 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $1,008,554 | 67,507 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,011,825 | 66,480 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $890,882 | 62,562 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $853,317 | 59,176 | Shares | Sole | 2021-02-08 |
| 2020-09-30 | $821,079 | 58,901 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $773,085 | 57,909 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $768,684 | 60,289 | Shares | Sole | 2020-05-14 |