Skip to content
Disclosery

Alteri Wealth LLC: IWD position timeline

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

Alteri Wealth LLC held 5,338 IWD 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 5,338 shares
    Change vs previous 13F -17 shares

    0.36% of the 13F portfolio, value $1,294,091.

    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 5,355 shares
    Change vs previous 13F -184 shares

    0.37% of the 13F portfolio, value $1,144,203.

    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 5,539 shares
    Change vs previous 13F +116 shares

    0.38% of the 13F portfolio, value $1,165,073.

    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 5,423 shares
    Change vs previous 13F -1,188 shares

    0.38% of the 13F portfolio, value $1,104,069.

    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 6,611 shares
    Change vs previous 13F -1,231 shares

    0.5% of the 13F portfolio, value $1,284,055.

    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 7,842 shares
    Change vs previous 13F -408 shares

    0.65% of the 13F portfolio, value $1,475,551.

    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 8,250 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,527,323.

    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).