Alaethes Wealth, LLC: TM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alaethes Wealth, LLC on TM, newest first. How the timeline and the estimate are built.
Alaethes Wealth, LLC held 0 TM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -9,149 shares
13F-HR 0001859677-26-000003 filed by Alaethes Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 9,149 sharesChange vs previous 13F +29 shares
0.54% of the 13F portfolio, value $1,885,476.
13F-HR 0001859677-26-000002 filed by Alaethes Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,120 sharesChange vs previous 13F -58 shares
0.55% of the 13F portfolio, value $1,952,184.
13F-HR 0001859677-26-000001 filed by Alaethes Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,178 sharesChange vs previous 13F +109 shares
0.5% of the 13F portfolio, value $1,753,785.
13F-HR 0001859677-25-000009 filed by Alaethes Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,069 sharesChange vs previous 13F +352 shares
0.47% of the 13F portfolio, value $1,562,226.
13F-HR 0001859677-25-000008 filed by Alaethes Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,717 sharesChange vs previous 13F +348 shares
0.56% of the 13F portfolio, value $1,538,759.
13F-HR 0001859677-25-000005 filed by Alaethes Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,369 sharesChange vs previous 13F +122 shares
0.58% of the 13F portfolio, value $1,628,632.
13F-HR 0001859677-25-000001 filed by Alaethes Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,247 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $1,472,687.
13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).