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Disclosery

Alteri Wealth LLC: GTO position timeline

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

Alteri Wealth LLC held 11,255 GTO 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 11,255 shares
    Change vs previous 13F +1,712 shares

    0.15% of the 13F portfolio, value $527,522.

    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 9,543 shares
    Change vs previous 13F +1,065 shares

    0.14% of the 13F portfolio, value $446,899.

    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 8,478 shares
    Change vs previous 13F +387 shares

    0.13% of the 13F portfolio, value $402,027.

    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 8,091 shares
    Change vs previous 13F +1,343 shares

    0.13% of the 13F portfolio, value $384,403.

    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 6,748 shares
    Change vs previous 13F +922 shares

    0.12% of the 13F portfolio, value $316,414.

    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 5,826 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $273,414.

    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).