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Disclosery

Alteri Wealth LLC: DLR position timeline

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

Alteri Wealth LLC held 3,420 DLR 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 3,420 shares
    Change vs previous 13F -132 shares

    0.17% of the 13F portfolio, value $614,079.

    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 3,552 shares
    Change vs previous 13F +157 shares

    0.21% of the 13F portfolio, value $640,028.

    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 3,395 shares
    Change vs previous 13F +84 shares

    0.17% of the 13F portfolio, value $525,310.

    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 3,311 shares
    Change vs previous 13F +338 shares

    0.2% of the 13F portfolio, value $572,483.

    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 2,973 shares
    Change vs previous 13F +224 shares

    0.2% of the 13F portfolio, value $518,283.

    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 2,749 shares
    Change vs previous 13F -746 shares

    0.17% of the 13F portfolio, value $393,842.

    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 3,495 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $619,760.

    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).