Arete Wealth Management, LLC
Holdings in WHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $347,986 | 20,220 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $333,427 | 20,220 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $316,290 | 20,275 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $329,799 | 20,358 | Shares | Sole | 2025-05-16 |
| 2024-12-31 | $295,394 | 20,358 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $290,063 | 20,427 | Shares | Sole | 2024-11-18 |
| 2024-06-30 | $222,272 | 18,249 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $230,802 | 18,734 | Shares | Sole | 2024-05-16 |
| 2023-12-31 | $212,822 | 16,931 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $146,647 | 14,448 | Shares | Sole | 2023-10-30 |