Alaethes Wealth, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alaethes Wealth, LLC on V, newest first. How the timeline and the estimate are built.
Alaethes Wealth, LLC held 9,274 V shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,274 sharesChange vs previous 13F -4 shares
0.93% of the 13F portfolio, value $3,181,987.
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).
- period ended2026-03-3113F 9,278 sharesChange vs previous 13F +57 shares
0.81% of the 13F portfolio, value $2,804,328.
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 9,221 sharesChange vs previous 13F -27 shares
0.91% of the 13F portfolio, value $3,234,061.
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 9,248 sharesChange vs previous 13F -344 shares
0.9% of the 13F portfolio, value $3,157,238.
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 9,592 sharesChange vs previous 13F +107 shares
1.02% of the 13F portfolio, value $3,405,569.
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 9,485 sharesChange vs previous 13F +172 shares
1.22% of the 13F portfolio, value $3,324,077.
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 9,313 sharesChange vs previous 13F +139 shares
1.05% of the 13F portfolio, value $2,943,244.
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 9,174 sharesChange vs previous 13F not available
0.93% of the 13F portfolio, value $2,522,493.
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).