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Disclosery

Alteri Wealth LLC: IWF position timeline

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

Alteri Wealth LLC held 11,443 IWF 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 11,443 shares
    Change vs previous 13F +8,582 shares

    0.39% of the 13F portfolio, value $1,420,938.

    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 2,861 shares
    Change vs previous 13F +29 shares

    0.4% of the 13F portfolio, value $1,220,078.

    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 2,832 shares
    Change vs previous 13F +64 shares

    0.43% of the 13F portfolio, value $1,340,386.

    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 2,768 shares
    Change vs previous 13F -545 shares

    0.45% of the 13F portfolio, value $1,296,559.

    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 3,313 shares
    Change vs previous 13F -562 shares

    0.55% of the 13F portfolio, value $1,406,634.

    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 3,875 shares
    Change vs previous 13F -178 shares

    0.62% of the 13F portfolio, value $1,399,224.

    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 4,053 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,627,604.

    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).