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Disclosery

Alteri Wealth LLC: SFM position timeline

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

Alteri Wealth LLC held 7,475 SFM 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 7,475 shares
    Change vs previous 13F -32 shares

    0.17% of the 13F portfolio, value $632,236.

    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 7,507 shares
    Change vs previous 13F +37 shares

    0.19% of the 13F portfolio, value $579,015.

    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 7,470 shares
    Change vs previous 13F -171 shares

    0.19% of the 13F portfolio, value $595,135.

    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 7,641 shares
    Change vs previous 13F +14 shares

    0.29% of the 13F portfolio, value $831,341.

    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 7,627 shares
    Change vs previous 13F +72 shares

    0.49% of the 13F portfolio, value $1,255,709.

    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 7,555 shares
    Change vs previous 13F -35 shares

    0.51% of the 13F portfolio, value $1,153,195.

    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 7,590 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $964,461.

    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).