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Disclosery

Alteri Wealth LLC: SCMB position timeline

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

Alteri Wealth LLC held 32,081 SCMB 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 32,081 shares
    Change vs previous 13F -64 shares

    0.23% of the 13F portfolio, value $828,342.

    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 32,145 shares
    Change vs previous 13F +11,370 shares

    0.27% of the 13F portfolio, value $819,057.

    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 20,775 shares
    Change vs previous 13F +12,690 shares

    0.17% of the 13F portfolio, value $535,152.

    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 8,085 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $207,057.

    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).