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Disclosery

Alteri Wealth LLC: QYLD position timeline

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

Alteri Wealth LLC held 24,415 QYLD 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 24,415 shares
    Change vs previous 13F +2,193 shares

    0.12% of the 13F portfolio, value $449,977.

    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 22,222 shares
    Change vs previous 13F +3,265 shares

    0.12% of the 13F portfolio, value $381,112.

    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 18,957 shares
    Change vs previous 13F +237 shares

    0.11% of the 13F portfolio, value $334,974.

    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 18,720 shares
    Change vs previous 13F +3,390 shares

    0.11% of the 13F portfolio, value $318,422.

    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 15,330 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $256,323.

    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).