Skip to content
Disclosery

Alteri Wealth LLC: BNDX position timeline

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

Alteri Wealth LLC held 4,477 BNDX 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 4,477 shares
    Change vs previous 13F -162 shares

    0.06% of the 13F portfolio, value $216,815.

    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 4,639 shares
    Change vs previous 13F -25,789 shares

    0.07% of the 13F portfolio, value $222,883.

    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 30,428 shares
    Change vs previous 13F +1,319 shares

    0.48% of the 13F portfolio, value $1,470,268.

    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 29,109 shares
    Change vs previous 13F +2,869 shares

    0.49% of the 13F portfolio, value $1,439,745.

    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 26,240 shares
    Change vs previous 13F +1,421 shares

    0.5% of the 13F portfolio, value $1,299,129.

    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 24,819 shares
    Change vs previous 13F +8,864 shares

    0.53% of the 13F portfolio, value $1,211,681.

    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 15,955 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $782,579.

    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).