Alteri Wealth LLC: KR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alteri Wealth LLC on KR, newest first. How the timeline and the estimate are built.
Alteri Wealth LLC held 9,319 KR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 9,319 sharesChange vs previous 13F -22 shares
0.14% of the 13F portfolio, value $517,457.
13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,341 sharesChange vs previous 13F +63 shares
0.22% of the 13F portfolio, value $675,879.
13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,278 sharesChange vs previous 13F -31 shares
0.19% of the 13F portfolio, value $579,658.
13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,309 sharesChange vs previous 13F +77 shares
0.22% of the 13F portfolio, value $627,486.
13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,232 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $662,230.
13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,232 sharesChange vs previous 13F -33 shares
0.27% of the 13F portfolio, value $624,900.
13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,265 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $566,536.
13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).