Arete Wealth Advisors, LLC

SEC CIK: 0001600151
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SRE holding history

Sempra 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of SRE by Arete Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−1,445−100.0%	Sold out	Holders
Q1 2023	1,445	$218.0K	<0.1%	−15−1.0%	Reduced	Holders
Q4 2022	1,460	$225.6K	<0.1%	+1,460	New	Holders