Skip to content
Disclosery

Alteri Wealth LLC: COST position timeline

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

Alteri Wealth LLC held 1,782 COST 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 1,782 shares
    Change vs previous 13F -60 shares

    0.46% of the 13F portfolio, value $1,666,588.

    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 1,842 shares
    Change vs previous 13F +321 shares

    0.59% of the 13F portfolio, value $1,835,570.

    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 1,521 shares
    Change vs previous 13F -74 shares

    0.43% of the 13F portfolio, value $1,311,426.

    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 1,595 shares
    Change vs previous 13F -35 shares

    0.51% of the 13F portfolio, value $1,475,927.

    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 1,630 shares
    Change vs previous 13F -194 shares

    0.63% of the 13F portfolio, value $1,614,027.

    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 1,824 shares
    Change vs previous 13F +23 shares

    0.76% of the 13F portfolio, value $1,725,438.

    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 1,801 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,650,489.

    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).