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Disclosery

Alteri Wealth LLC: IBM position timeline

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

Alteri Wealth LLC held 4,749 IBM 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 4,749 shares
    Change vs previous 13F -517 shares

    0.37% of the 13F portfolio, value $1,335,457.

    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 5,266 shares
    Change vs previous 13F +284 shares

    0.41% of the 13F portfolio, value $1,276,486.

    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 4,982 shares
    Change vs previous 13F -149 shares

    0.48% of the 13F portfolio, value $1,475,840.

    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 5,131 shares
    Change vs previous 13F +270 shares

    0.5% of the 13F portfolio, value $1,447,893.

    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 4,861 shares
    Change vs previous 13F -368 shares

    0.56% of the 13F portfolio, value $1,432,860.

    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 5,229 shares
    Change vs previous 13F -117 shares

    0.57% of the 13F portfolio, value $1,300,238.

    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 5,346 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,175,135.

    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).