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Alteri Wealth LLC: QQQX position timeline

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

Alteri Wealth LLC held 20,790 QQQX 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 20,790 shares
    Change vs previous 13F +31 shares

    0.17% of the 13F portfolio, value $626,599.

    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 20,759 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $553,642.

    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 20,759 shares
    Change vs previous 13F +478 shares

    0.19% of the 13F portfolio, value $592,046.

    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 20,281 shares
    Change vs previous 13F +638 shares

    0.19% of the 13F portfolio, value $556,905.

    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 19,643 shares
    Change vs previous 13F +30 shares

    0.2% of the 13F portfolio, value $519,954.

    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 19,613 shares
    Change vs previous 13F -950 shares

    0.2% of the 13F portfolio, value $465,812.

    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 20,563 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $556,233.

    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).