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Disclosery

Alteri Wealth LLC: SOXX position timeline

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

Alteri Wealth LLC held 4,062 SOXX 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 4,062 shares
    Change vs previous 13F +7 shares

    0.72% of the 13F portfolio, value $2,602,767.

    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 4,055 shares
    Change vs previous 13F -56 shares

    0.43% of the 13F portfolio, value $1,332,716.

    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 4,111 shares
    Change vs previous 13F +9 shares

    0.4% of the 13F portfolio, value $1,238,030.

    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 4,102 shares
    Change vs previous 13F -16 shares

    0.38% of the 13F portfolio, value $1,112,137.

    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 4,118 shares
    Change vs previous 13F +32 shares

    0.38% of the 13F portfolio, value $982,968.

    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 4,086 shares
    Change vs previous 13F +817 shares

    0.34% of the 13F portfolio, value $768,863.

    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 3,269 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $704,437.

    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).