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Alteri Wealth LLC: PEG position timeline

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

Alteri Wealth LLC held 7,870 PEG 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 7,870 shares
    Change vs previous 13F +291 shares

    0.18% of the 13F portfolio, value $638,694.

    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 7,579 shares
    Change vs previous 13F -1,747 shares

    0.2% of the 13F portfolio, value $613,530.

    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 9,326 shares
    Change vs previous 13F +1,092 shares

    0.24% of the 13F portfolio, value $748,911.

    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 8,234 shares
    Change vs previous 13F +400 shares

    0.24% of the 13F portfolio, value $687,222.

    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 7,834 shares
    Change vs previous 13F +1,302 shares

    0.26% of the 13F portfolio, value $659,491.

    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 6,532 shares
    Change vs previous 13F +2,122 shares

    0.24% of the 13F portfolio, value $537,613.

    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 4,410 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $372,573.

    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).