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Disclosery

Alteri Wealth LLC: AZN position timeline

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

Alteri Wealth LLC held 1,244 AZN 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 1,244 shares
    Change vs previous 13F -522 shares

    0.07% of the 13F portfolio, value $235,961.

    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 1,766 shares
    Change vs previous 13F -1,935 shares

    0.11% of the 13F portfolio, value $348,367.

    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 3,701 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $340,244.

    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).