Arete Wealth Advisors, LLC

Position in XYZ — Block, Inc.

CIK 1600151 CHICAGO, IL

Position in XYZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$840,180

+$207,027 QoQ

Shares Held

11,055

+5.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#496

of 1,079 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $39,434,247 across 5 Software - Infrastructure names. XYZ ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	56,135	$20,939,477
2	RXT	Rackspace Technology, Inc.	2,173,359	$14,192,034
3	PLTR	Palantir Technologies Inc.	25,866	$3,017,786
4	XYZ	Block, Inc. This page	11,055	$840,180
5	GCT	GigaCloud Technology Inc	14,075	$444,770

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$840,180	11,055	+5.1%	Shares	Sole	2026-08-13
2026-03-31	$633,153	10,521	+159.0%	Shares	Sole	2026-05-20
2025-12-31	$264,395	4,062	-17.3%	Shares	Sole	2026-02-13
2025-09-30	$354,990	4,912	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$341,484	5,027	-49.7%	Shares	Sole	2025-08-14
2025-03-31	$542,756	9,990	+49.1%	Shares	Sole	2025-05-16
2024-12-31	$569,348	6,699	+16.4%	Shares	Sole	2025-02-12
2024-09-30	$386,467	5,757	-53.6%	Shares	Sole	2024-11-18
2024-06-30	$799,676	12,400	+3.5%	Shares	Sole	2024-08-14
2024-03-31	$1,012,845	11,975	-12.4%	Shares	Sole	2024-05-16
2023-12-31	$1,057,683	13,674	+11.3%	Shares	Sole	2024-02-14
2023-09-30	$543,955	12,290	+26.8%	Shares	Sole	2023-10-30
2023-06-30	$645,129	9,691	-21.4%	Shares	Sole	2023-08-09
2023-03-31	$846,454	12,330	-7.5%	Shares	Sole	2023-05-22
2022-12-31	$837,531	13,328	-1.8%	Shares	Sole	2023-02-06
2022-09-30	$746,269	13,571	+237.0%	Shares	Sole	2022-11-07
2022-03-31	$546,061	4,027	-5.5%	Shares	Sole	2022-05-06
2021-12-31	$688,517	4,263	+8.5%	Shares	Sole	2022-02-07
2021-09-30	$942,331	3,929	+17.7%	Shares	Sole	2021-11-15
2021-06-30	$813,804	3,338	-9.9%	Shares	Sole	2021-08-09
2021-03-31	$841,220	3,705	+18.1%	Shares	Sole	2021-05-10
2020-12-31	$682,519	3,136	+4.7%	Shares	Sole	2021-02-08
2020-06-30	$314,190	2,994	-62.3%	Shares	Sole	2020-08-11
2020-03-31	$415,635	7,935	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.