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Disclosery

Alteri Wealth LLC: SMIZ position timeline

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

Alteri Wealth LLC held 40,908 SMIZ 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 40,908 shares
    Change vs previous 13F -1,139 shares

    0.5% of the 13F portfolio, value $1,825,294.

    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 42,047 shares
    Change vs previous 13F +3,112 shares

    0.51% of the 13F portfolio, value $1,558,665.

    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 38,935 shares
    Change vs previous 13F +2,370 shares

    0.47% of the 13F portfolio, value $1,440,206.

    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 36,565 shares
    Change vs previous 13F +12,554 shares

    0.47% of the 13F portfolio, value $1,365,703.

    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 24,011 shares
    Change vs previous 13F +14,201 shares

    0.32% of the 13F portfolio, value $813,733.

    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 9,810 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $296,815.

    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).