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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

BTSG holding history

BrightSpring Health Services, 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.

BTSG overviewAll 13F holders of BTSGFull Q2 2026 holdings

Shares (Q2 2026)
72,482
Value
$5.05M
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of BTSG by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,482$5.05M0.3%+14,435+24.9%AddedHolders
Q1 202658,047$2.49M0.2%+58,047NewHolders