Alteri Wealth LLC: ETW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alteri Wealth LLC on ETW, newest first. How the timeline and the estimate are built.
Alteri Wealth LLC held 54,885 ETW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 54,885 sharesChange vs previous 13F -1,000 shares
0.15% of the 13F portfolio, value $529,091.
13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,885 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $490,670.
13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,885 sharesChange vs previous 13F -1,915 shares
0.17% of the 13F portfolio, value $515,260.
13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,800 sharesChange vs previous 13F -1,027 shares
0.18% of the 13F portfolio, value $523,090.
13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 58,827 sharesChange vs previous 13F -25 shares
0.2% of the 13F portfolio, value $508,854.
13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,852 sharesChange vs previous 13F +2,479 shares
0.21% of the 13F portfolio, value $485,529.
13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 56,373 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $474,661.
13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).