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Disclosery

Alteri Wealth LLC: BOTZ position timeline

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

Alteri Wealth LLC held 19,076 BOTZ 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 19,076 shares
    Change vs previous 13F +904 shares

    0.2% of the 13F portfolio, value $723,726.

    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 18,172 shares
    Change vs previous 13F -1,562 shares

    0.2% of the 13F portfolio, value $603,659.

    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 19,734 shares
    Change vs previous 13F -346 shares

    0.23% of the 13F portfolio, value $714,963.

    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 20,080 shares
    Change vs previous 13F +3,139 shares

    0.24% of the 13F portfolio, value $711,434.

    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 16,941 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $553,124.

    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 16,937 shares
    Change vs previous 13F +2,325 shares

    0.21% of the 13F portfolio, value $482,027.

    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 14,612 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $466,853.

    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).