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Disclosery

Alteri Wealth LLC: NML position timeline

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

Alteri Wealth LLC held 39,529 NML 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 39,529 shares
    Change vs previous 13F +1,254 shares

    0.11% of the 13F portfolio, value $400,828.

    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 38,275 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $402,270.

    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 38,275 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $325,338.

    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 38,275 shares
    Change vs previous 13F +8,275 shares

    0.11% of the 13F portfolio, value $333,758.

    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 30,000 shares
    Change vs previous 13F +1,000 shares

    0.1% of the 13F portfolio, value $270,000.

    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 29,000 shares
    Change vs previous 13F +500 shares

    0.11% of the 13F portfolio, value $261,000.

    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 28,500 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $251,655.

    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).