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Disclosery

Alteri Wealth LLC: GLD position timeline

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

Alteri Wealth LLC held 5,219 GLD 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 5,219 shares
    Change vs previous 13F +151 shares

    0.53% of the 13F portfolio, value $1,922,575.

    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 5,068 shares
    Change vs previous 13F -190 shares

    0.71% of the 13F portfolio, value $2,180,710.

    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 5,258 shares
    Change vs previous 13F +409 shares

    0.68% of the 13F portfolio, value $2,083,798.

    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 4,849 shares
    Change vs previous 13F +220 shares

    0.59% of the 13F portfolio, value $1,723,674.

    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 4,629 shares
    Change vs previous 13F -181 shares

    0.55% of the 13F portfolio, value $1,411,058.

    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 4,810 shares
    Change vs previous 13F +39 shares

    0.61% of the 13F portfolio, value $1,385,953.

    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 4,771 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,155,202.

    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).