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Disclosery

Alteri Wealth LLC: MSFT position timeline

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

Alteri Wealth LLC held 20,490 MSFT 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 20,490 shares
    Change vs previous 13F +1,176 shares

    2.11% of the 13F portfolio, value $7,643,021.

    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 19,314 shares
    Change vs previous 13F +1 shares

    2.32% of the 13F portfolio, value $7,149,557.

    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 19,313 shares
    Change vs previous 13F +310 shares

    3.03% of the 13F portfolio, value $9,340,293.

    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 19,003 shares
    Change vs previous 13F -409 shares

    3.38% of the 13F portfolio, value $9,842,549.

    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 19,412 shares
    Change vs previous 13F -285 shares

    3.75% of the 13F portfolio, value $9,655,795.

    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 19,697 shares
    Change vs previous 13F +610 shares

    3.25% of the 13F portfolio, value $7,393,899.

    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 19,087 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $8,045,126.

    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).