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Disclosery

Alteri Wealth LLC: SCHA position timeline

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

Alteri Wealth LLC held 9,332 SCHA 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 9,332 shares
    Change vs previous 13F -110 shares

    0.09% of the 13F portfolio, value $337,165.

    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 9,442 shares
    Change vs previous 13F +590 shares

    0.09% of the 13F portfolio, value $274,573.

    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 8,852 shares
    Change vs previous 13F -304 shares

    0.08% of the 13F portfolio, value $252,105.

    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 9,156 shares
    Change vs previous 13F -1,632 shares

    0.09% of the 13F portfolio, value $255,452.

    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 10,788 shares
    Change vs previous 13F -1,862 shares

    0.11% of the 13F portfolio, value $272,936.

    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 12,650 shares
    Change vs previous 13F -606 shares

    0.13% of the 13F portfolio, value $296,390.

    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 13,256 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $342,800.

    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).