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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

TMP holding history

Tompkins Financial Corp 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.

TMP overviewAll 13F holders of TMPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of TMP by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−3,697−100.0%Sold outHolders
Q2 20233,697$206.0K<0.1%00.0%UnchangedHolders
Q1 20233,697$245.0K<0.1%00.0%UnchangedHolders
Q4 20223,697$286.8K<0.1%00.0%UnchangedHolders
Q3 20223,697$268.0K<0.1%+3,142+566.1%AddedHolders
Q2 2022555$221.0K<0.1%−3,142−85.0%ReducedHolders
Q1 20223,697$289.0K<0.1%00.0%UnchangedHolders
Q4 20213,697$317.0K<0.1%+3,697NewHolders
Q3 20210$00.0%−3,697−100.0%Sold outHolders
Q2 20213,697$291.0K<0.1%00.0%UnchangedHolders
Q1 20213,697$302.0K<0.1%––Holders

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