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Disclosery

Alteri Wealth LLC: OMFL position timeline

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

Alteri Wealth LLC held 13,640 OMFL 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 13,640 shares
    Change vs previous 13F -652 shares

    0.26% of the 13F portfolio, value $934,886.

    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 14,292 shares
    Change vs previous 13F -2,688 shares

    0.28% of the 13F portfolio, value $859,235.

    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 16,980 shares
    Change vs previous 13F +1,194 shares

    0.34% of the 13F portfolio, value $1,037,987.

    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 15,786 shares
    Change vs previous 13F +2,227 shares

    0.33% of the 13F portfolio, value $951,264.

    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 13,559 shares
    Change vs previous 13F +2,179 shares

    0.3% of the 13F portfolio, value $783,439.

    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 11,380 shares
    Change vs previous 13F +6,087 shares

    0.27% of the 13F portfolio, value $606,668.

    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 5,293 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $287,039.

    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).