Skip to content
Disclosery

Alteri Wealth LLC: SPG position timeline

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

Alteri Wealth LLC held 4,001 SPG 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 4,001 shares
    Change vs previous 13F +120 shares

    0.25% of the 13F portfolio, value $894,883.

    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 3,881 shares
    Change vs previous 13F +20 shares

    0.23% of the 13F portfolio, value $723,987.

    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 3,861 shares
    Change vs previous 13F +241 shares

    0.23% of the 13F portfolio, value $714,630.

    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 3,620 shares
    Change vs previous 13F +251 shares

    0.23% of the 13F portfolio, value $679,359.

    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 3,369 shares
    Change vs previous 13F +712 shares

    0.21% of the 13F portfolio, value $541,575.

    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 2,657 shares
    Change vs previous 13F +461 shares

    0.19% of the 13F portfolio, value $441,259.

    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 2,196 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $378,194.

    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).