Arete Wealth Advisors, LLC

SEC CIK: 0001600151
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

BX holding history

Blackstone 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.

BX overview All 13F holders of BX Full Q2 2026 holdings

Shares (Q2 2026): 14,076
Value: $1.66M
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of BX by Arete Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,076	$1.66M	0.1%	+87+0.6%	Added	Holders
Q1 2026	13,989	$1.61M	0.1%	+13,989	New	Holders
Q4 2025	0	$0	0.0%	−12,297−100.0%	Sold out	Holders
Q3 2025	12,297	$2.10M	0.1%	−544−4.2%	Reduced	Holders
Q2 2025	12,841	$1.92M	0.1%	+2,960+30.0%	Added	Holders
Q1 2025	9,881	$1.38M	0.1%	+278+2.9%	Added	Holders
Q4 2024	9,603	$1.65M	0.1%	+491+5.4%	Added	Holders
Q3 2024	9,112	$1.39M	0.1%	−4,413−32.6%	Reduced	Holders
Q2 2024	13,525	$1.67M	0.1%	−6,095−31.1%	Reduced	Holders
Q1 2024	19,620	$2.58M	0.2%	−481−2.4%	Reduced	Holders
Q4 2023	20,101	$2.63M	0.2%	−143−0.7%	Reduced	Holders
Q3 2023	20,244	$2.17M	0.4%	−637−3.1%	Reduced	Holders
Q2 2023	20,881	$1.94M	0.2%	+3,891+22.9%	Added	Holders
Q1 2023	16,990	$1.49M	0.1%	−478−2.7%	Reduced	Holders
Q4 2022	17,468	$1.30M	0.1%	−48−0.3%	Reduced	Holders
Q3 2022	17,516	$1.47M	0.1%	+7,532+75.4%	Added	Holders
Q2 2022	9,984	$911.0K	0.1%	−2,103−17.4%	Reduced	Holders
Q1 2022	12,087	$1.53M	0.1%	−1,835−13.2%	Reduced	Holders
Q4 2021	13,922	$1.78M	0.2%	+1,487+12.0%	Added	Holders
Q3 2021	12,435	$1.45M	0.2%	−2,519−16.8%	Reduced	Holders
Q2 2021	14,954	$999.0K	0.1%	+30.0%	Added	Holders
Q1 2021	14,951	$1.11M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.