Arete Wealth Advisors, LLC RDZN β€” ROADZEN INC

Ownership history in Arete Wealth Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Arete Wealth Advisors, LLC reported ROADZEN INC (RDZN) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows RDZN 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.

What this RDZN 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 ROADZEN 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
2026 Q1

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

High-water mark
Peak Conviction
0.02% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 RDZN β€” position size vs. price
% of Fund (quarterly)    RDZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 253,653 β€” β€” 0.02% $302K 2026-05-18 $1.72

FAQ About Arete Wealth Advisors, LLC and RDZN

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 RDZN?

Arete Wealth Advisors, LLC reported RDZN across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

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

The largest reported portfolio weight for RDZN was 0.02% in 2026 Q1.

What is the latest reported RDZN position on this page?

The most recent filing on this page is 2026 Q1, when Arete Wealth Advisors, LLC reported 253,653 shares, equal to 0.02% of portfolio, with an estimated market value of $302K.

What does the chart on this RDZN ownership page compare?

The chart compares Arete Wealth Advisors, LLC's quarterly RDZN 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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