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Disclosery

Alteri Wealth LLC: IMFL position timeline

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

Alteri Wealth LLC held 15,770 IMFL 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 15,770 shares
    Change vs previous 13F -601 shares

    0.15% of the 13F portfolio, value $541,542.

    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 16,371 shares
    Change vs previous 13F -1,559 shares

    0.17% of the 13F portfolio, value $517,978.

    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 17,930 shares
    Change vs previous 13F +552 shares

    0.17% of the 13F portfolio, value $534,135.

    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 17,378 shares
    Change vs previous 13F +2,185 shares

    0.17% of the 13F portfolio, value $481,023.

    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 15,193 shares
    Change vs previous 13F +2,332 shares

    0.16% of the 13F portfolio, value $420,542.

    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 12,861 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $316,509.

    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).