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Disclosery

Alaethes Wealth, LLC: DE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alaethes Wealth, LLC on DE, newest first. How the timeline and the estimate are built.

Alaethes Wealth, LLC held 4,716 DE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,716 shares
    Change vs previous 13F -6 shares

    0.87% of the 13F portfolio, value $2,999,140.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,722 shares
    Change vs previous 13F +15 shares

    0.77% of the 13F portfolio, value $2,667,552.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,707 shares
    Change vs previous 13F -24 shares

    0.62% of the 13F portfolio, value $2,199,063.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,731 shares
    Change vs previous 13F -112 shares

    0.62% of the 13F portfolio, value $2,170,956.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,843 shares
    Change vs previous 13F +68 shares

    0.74% of the 13F portfolio, value $2,470,463.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,775 shares
    Change vs previous 13F +115 shares

    0.82% of the 13F portfolio, value $2,248,882.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,660 shares
    Change vs previous 13F +40 shares

    0.71% of the 13F portfolio, value $1,981,991.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,620 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,935,024.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).