ESCA β€” ESCALADE INC

Ownership history in Arete Wealth Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

Arete Wealth Advisors, LLC reported ESCALADE INC (ESCA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows ESCA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arete Wealth Advisors, LLC's position in ESCALADE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ESCA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arete Wealth Advisors, LLC held ESCA β€” position size vs. price
% of Fund (quarterly)    ESCA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,595 -10 -0.0% 0.02% $305K 2026-02-14 (Est.) $13.93
2025 Q3 ADDED 22,605 +1,676 +8.0% 0.02% $284K 2025-11-12 $12.43
2025 Q2 UNCHANGED 20,929 β€” 0% 0.02% $293K 2025-08-14 $12.06
2025 Q1 UNCHANGED 20,929 β€” 0% 0.02% $320K 2025-05-16 $14.51
2024 Q4 REDUCED 20,929 -46 -0.2% 0.02% $306K 2025-02-12 $14.32
2024 Q3 ADDED 20,975 +6,059 +40.6% 0.03% $292K 2024-11-14 $13.61
2024 Q2 ADDED 14,916 +1,952 +15.1% 0.02% $200K 2024-08-14 $11.71
2023 Q4 REDUCED 12,964 -6,068 -31.9% 0.02% $260K 2024-02-14 $14.64
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ESCA

As of 2026 Q1 β€” sorted by position size

IFS Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Arete Wealth Advisors, LLC and ESCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arete Wealth Advisors, LLC reported owning ESCA?

Arete Wealth Advisors, LLC reported ESCA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ESCA position in Arete Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for ESCA was 0.03% in 2024 Q3.

What is the latest reported ESCA position on this page?

The most recent filing on this page is 2025 Q4, when Arete Wealth Advisors, LLC reported 22,595 shares, equal to 0.02% of portfolio, with an estimated market value of $305K.

What does the chart on this ESCA ownership page compare?

The chart compares Arete Wealth Advisors, LLC's quarterly ESCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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