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Disclosery

Alteri Wealth LLC: SRLN position timeline

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

Alteri Wealth LLC held 100,915 SRLN 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 100,915 shares
    Change vs previous 13F +3,161 shares

    1.12% of the 13F portfolio, value $4,065,852.

    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 97,754 shares
    Change vs previous 13F +5,432 shares

    1.27% of the 13F portfolio, value $3,923,843.

    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 92,322 shares
    Change vs previous 13F +5,214 shares

    1.23% of the 13F portfolio, value $3,810,118.

    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 87,108 shares
    Change vs previous 13F +6,950 shares

    1.24% of the 13F portfolio, value $3,621,955.

    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 80,158 shares
    Change vs previous 13F +8,037 shares

    1.29% of the 13F portfolio, value $3,333,783.

    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 72,121 shares
    Change vs previous 13F +28,428 shares

    1.3% of the 13F portfolio, value $2,966,357.

    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 43,693 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,823,290.

    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).