Arete Wealth Advisors, LLC
- SEC CIK
- 0001600151
- Latest filing
- Aug 12, 2026
SURF holding history
Surface Oncology, 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.
SURF overviewAll 13F holders of SURFFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −54,465−100.0% | Sold out | Holders |
| Q2 2023 | 54,465 | $47.0K | <0.1% | +500+0.9% | Added | Holders |
| Q1 2023 | 53,965 | $38.0K | <0.1% | −8,191−13.2% | Reduced | Holders |
| Q4 2022 | 62,156 | $51.0K | <0.1% | +4,966+8.7% | Added | Holders |
| Q3 2022 | 57,190 | $59.0K | <0.1% | −5,414−8.6% | Reduced | Holders |
| Q2 2022 | 62,604 | $103.0K | <0.1% | +8,492+15.7% | Added | Holders |
| Q1 2022 | 54,112 | $159.0K | <0.1% | −1,695−3.0% | Reduced | Holders |
| Q4 2021 | 55,807 | $283.0K | <0.1% | +55,807 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −15,735−100.0% | Sold out | Holders |
| Q2 2021 | 15,735 | $103.0K | <0.1% | +15,735 | New | Holders |