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Disclosery

Alteri Wealth LLC: PFFD position timeline

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

Alteri Wealth LLC held 60,682 PFFD 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 60,682 shares
    Change vs previous 13F +3,561 shares

    0.31% of the 13F portfolio, value $1,134,154.

    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 57,121 shares
    Change vs previous 13F +3,667 shares

    0.34% of the 13F portfolio, value $1,051,024.

    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 53,454 shares
    Change vs previous 13F +774 shares

    0.33% of the 13F portfolio, value $1,010,820.

    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 52,680 shares
    Change vs previous 13F +4,774 shares

    0.35% of the 13F portfolio, value $1,023,572.

    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 47,906 shares
    Change vs previous 13F +3,286 shares

    0.35% of the 13F portfolio, value $902,075.

    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 44,620 shares
    Change vs previous 13F +11,326 shares

    0.37% of the 13F portfolio, value $849,559.

    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 33,294 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $649,560.

    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).