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Disclosery

Alteri Wealth LLC: OXY position timeline

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

Alteri Wealth LLC held 7,916 OXY 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 7,916 shares
    Change vs previous 13F +20 shares

    0.11% of the 13F portfolio, value $384,486.

    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 7,896 shares
    Change vs previous 13F -5,031 shares

    0.17% of the 13F portfolio, value $513,238.

    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 12,927 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $531,550.

    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 12,908 shares
    Change vs previous 13F +51 shares

    0.21% of the 13F portfolio, value $609,917.

    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 12,857 shares
    Change vs previous 13F +22 shares

    0.21% of the 13F portfolio, value $540,116.

    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 12,835 shares
    Change vs previous 13F -35 shares

    0.28% of the 13F portfolio, value $633,512.

    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 12,870 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $635,926.

    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).