Arete Wealth Management, LLC
Holdings in EPM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $187,612 | 52,998 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $255,450 | 52,998 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $250,096 | 53,212 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $275,638 | 53,212 | Shares | Sole | 2025-05-16 |
| 2024-12-31 | $278,298 | 53,212 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $201,100 | 37,872 | Shares | Sole | 2024-11-18 |
| 2024-06-30 | $163,902 | 31,101 | Shares | Sole | 2024-08-14 |
| 2023-12-31 | $156,521 | 26,940 | Shares | Sole | 2024-02-14 |