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Disclosery

Alteri Wealth LLC: SHLD position timeline

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

Alteri Wealth LLC held 12,291 SHLD 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 12,291 shares
    Change vs previous 13F +656 shares

    0.2% of the 13F portfolio, value $733,923.

    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 11,635 shares
    Change vs previous 13F +1,402 shares

    0.27% of the 13F portfolio, value $824,256.

    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 10,233 shares
    Change vs previous 13F +3,879 shares

    0.21% of the 13F portfolio, value $662,996.

    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 6,354 shares
    Change vs previous 13F +1,527 shares

    0.15% of the 13F portfolio, value $446,305.

    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 4,827 shares
    Change vs previous 13F +524 shares

    0.11% of the 13F portfolio, value $290,827.

    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 4,303 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $200,305.

    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).