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Disclosery

Alteri Wealth LLC: BX position timeline

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

Alteri Wealth LLC held 7,288 BX 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 7,288 shares
    Change vs previous 13F -39 shares

    0.24% of the 13F portfolio, value $857,531.

    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 7,327 shares
    Change vs previous 13F -194 shares

    0.27% of the 13F portfolio, value $842,515.

    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 7,521 shares
    Change vs previous 13F +12 shares

    0.38% of the 13F portfolio, value $1,159,275.

    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 7,509 shares
    Change vs previous 13F +12 shares

    0.44% of the 13F portfolio, value $1,282,996.

    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 7,497 shares
    Change vs previous 13F +58 shares

    0.44% of the 13F portfolio, value $1,121,464.

    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 7,439 shares
    Change vs previous 13F -40 shares

    0.46% of the 13F portfolio, value $1,039,797.

    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 7,479 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,289,563.

    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).