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Disclosery

Alteri Wealth LLC: BA position timeline

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

Alteri Wealth LLC held 14,260 BA 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 14,260 shares
    Change vs previous 13F +37 shares

    0.85% of the 13F portfolio, value $3,086,862.

    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 14,223 shares
    Change vs previous 13F -216 shares

    0.92% of the 13F portfolio, value $2,830,804.

    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 14,439 shares
    Change vs previous 13F +261 shares

    1.02% of the 13F portfolio, value $3,134,996.

    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 14,178 shares
    Change vs previous 13F +46 shares

    1.05% of the 13F portfolio, value $3,060,038.

    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 14,132 shares
    Change vs previous 13F -312 shares

    1.15% of the 13F portfolio, value $2,961,078.

    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 14,444 shares
    Change vs previous 13F -31,693 shares

    1.08% of the 13F portfolio, value $2,463,424.

    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 46,137 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $8,166,249.

    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).