Skip to content
Disclosery

Alteri Wealth LLC: AJG position timeline

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

Alteri Wealth LLC held 6,405 AJG 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 6,405 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $1,470,501.

    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 6,404 shares
    Change vs previous 13F +435 shares

    0.45% of the 13F portfolio, value $1,387,078.

    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 5,969 shares
    Change vs previous 13F +49 shares

    0.5% of the 13F portfolio, value $1,544,836.

    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 5,920 shares
    Change vs previous 13F +4 shares

    0.63% of the 13F portfolio, value $1,833,803.

    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 5,916 shares
    Change vs previous 13F -105 shares

    0.73% of the 13F portfolio, value $1,893,966.

    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 6,021 shares
    Change vs previous 13F +63 shares

    0.91% of the 13F portfolio, value $2,078,827.

    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 5,958 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,691,264.

    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).