Skip to main content

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of IT by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−5,183−100.0%Sold outHolders
Q3 20255,183$1.36M0.1%00.0%UnchangedHolders
Q2 20255,183$2.10M0.1%−6−0.1%ReducedHolders
Q1 20255,189$2.18M0.2%+20.0%AddedHolders
Q4 20245,187$2.52M0.2%−100−1.9%ReducedHolders
Q3 20245,287$2.67M0.2%+12+0.2%AddedHolders
Q2 20245,275$2.36M0.2%+5,275NewHolders
Q1 20240$00.0%−5,296−100.0%Sold outHolders
Q4 20235,296$2.39M0.2%−9−0.2%ReducedHolders
Q3 20235,305$1.82M0.3%−3−0.1%ReducedHolders
Q2 20235,308$1.86M0.2%−81−1.5%ReducedHolders
Q1 20235,389$1.76M0.1%00.0%UnchangedHolders
Q4 20225,389$1.81M0.2%+4+0.1%AddedHolders
Q3 20225,385$1.49M0.1%−145−2.6%ReducedHolders
Q2 20225,530$1.34M0.1%−372−6.3%ReducedHolders
Q1 20225,902$1.76M0.1%−176−2.9%ReducedHolders
Q4 20216,078$2.03M0.2%−93−1.5%ReducedHolders
Q3 20216,171$1.88M0.2%+6,171NewHolders
Q2 20210$00.0%−6,364−100.0%Sold outHolders
Q1 20216,364$1.16M0.1%––Holders

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