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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
23,464
Value
$3.28M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of C by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,464$3.28M0.2%+592+2.6%AddedHolders
Q1 202622,872$2.59M0.2%+9,291+68.4%AddedHolders
Q4 202513,581$1.58M0.1%+696+5.4%AddedHolders
Q3 202512,885$1.31M0.1%+236+1.9%AddedHolders
Q2 202512,649$1.08M0.1%−1,011−7.4%ReducedHolders
Q1 202513,660$904.0K0.1%+2,249+19.7%AddedHolders
Q4 202411,411$804.0K0.1%−4,506−28.3%ReducedHolders
Q3 202415,917$993.0K0.1%−5,086−24.2%ReducedHolders
Q2 202421,003$1.33M0.1%+5,057+31.7%AddedHolders
Q1 202415,946$1.01M0.1%−2,570−13.9%ReducedHolders
Q4 202318,516$952.5K0.1%+498+2.8%AddedHolders
Q3 202318,018$741.1K0.1%+4,580+34.1%AddedHolders
Q2 202313,438$619.0K0.1%−2,225−14.2%ReducedHolders
Q1 202315,663$734.0K0.1%+846+5.7%AddedHolders
Q4 202214,817$670.2K0.1%−1,122−7.0%ReducedHolders
Q3 202215,939$664.0K0.1%+7,441+87.6%AddedHolders
Q2 20228,498$391.0K<0.1%−132−1.5%ReducedHolders
Q1 20228,630$423.0K<0.1%+1,963+29.4%AddedHolders
Q4 20216,667$366.0K<0.1%+441+7.1%AddedHolders
Q3 20216,226$378.0K<0.1%+214+3.6%AddedHolders
Q2 20216,012$224.0K<0.1%−373−5.8%ReducedHolders
Q1 20216,385$402.0K0.1%––Holders

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