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Alteri Wealth LLC: AAPL position timeline

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

Alteri Wealth LLC held 76,935 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,935 shares
    Change vs previous 13F +1,866 shares

    6.15% of the 13F portfolio, value $22,262,035.

    13F-HR 0001765380-26-000232 filed by Alteri 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 75,069 shares
    Change vs previous 13F +160 shares

    6.17% of the 13F portfolio, value $19,051,856.

    13F-HR 0001765380-26-000172 filed by Alteri 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 74,909 shares
    Change vs previous 13F +2,510 shares

    6.6% of the 13F portfolio, value $20,364,674.

    13F-HR 0001765380-26-000101 filed by Alteri 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 72,399 shares
    Change vs previous 13F +1,204 shares

    6.33% of the 13F portfolio, value $18,434,882.

    13F-HR 0001765380-25-000456 filed by Alteri 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 71,195 shares
    Change vs previous 13F -815 shares

    5.67% of the 13F portfolio, value $14,607,144.

    13F-HR 0001765380-25-000322 filed by Alteri 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 72,010 shares
    Change vs previous 13F +1,254 shares

    7.04% of the 13F portfolio, value $15,995,620.

    13F-HR 0001765380-25-000184 filed by Alteri 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 70,756 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $17,718,832.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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