Skip to main content

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

APAM holding history

Artisan Partners Asset Management Inc. in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APAM overviewAll 13F holders of APAMFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of APAM by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−6,750−100.0%Sold outHolders
Q1 20256,750$264.0K<0.1%−500−6.9%ReducedHolders
Q4 20247,250$312.0K<0.1%+7,250NewHolders