Skip to content
Disclosery

Alteri Wealth LLC: MBB position timeline

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

Alteri Wealth LLC held 13,167 MBB 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 13,167 shares
    Change vs previous 13F +593 shares

    0.34% of the 13F portfolio, value $1,244,574.

    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 12,574 shares
    Change vs previous 13F -5,893 shares

    0.39% of the 13F portfolio, value $1,193,912.

    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 18,467 shares
    Change vs previous 13F +118 shares

    0.57% of the 13F portfolio, value $1,758,426.

    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 18,349 shares
    Change vs previous 13F +1,794 shares

    0.6% of the 13F portfolio, value $1,745,926.

    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 16,555 shares
    Change vs previous 13F +712 shares

    0.6% of the 13F portfolio, value $1,554,347.

    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 15,843 shares
    Change vs previous 13F +2,842 shares

    0.65% of the 13F portfolio, value $1,485,801.

    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 13,001 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,191,890.

    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).