Skip to content
Disclosery

Alteri Wealth LLC: AGG position timeline

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

Alteri Wealth LLC held 18,369 AGG 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 18,369 shares
    Change vs previous 13F +4,312 shares

    0.5% of the 13F portfolio, value $1,818,152.

    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 14,057 shares
    Change vs previous 13F +2,915 shares

    0.45% of the 13F portfolio, value $1,395,429.

    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 11,142 shares
    Change vs previous 13F +775 shares

    0.36% of the 13F portfolio, value $1,112,841.

    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 10,367 shares
    Change vs previous 13F +2,972 shares

    0.36% of the 13F portfolio, value $1,039,292.

    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 7,395 shares
    Change vs previous 13F +3,311 shares

    0.28% of the 13F portfolio, value $733,584.

    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 4,084 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $403,989.

    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).