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Disclosery

Alteri Wealth LLC: SYF position timeline

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

Alteri Wealth LLC held 8,224 SYF 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 8,224 shares
    Change vs previous 13F +262 shares

    0.17% of the 13F portfolio, value $625,407.

    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 7,962 shares
    Change vs previous 13F -326 shares

    0.18% of the 13F portfolio, value $541,581.

    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 8,288 shares
    Change vs previous 13F +2,244 shares

    0.22% of the 13F portfolio, value $691,507.

    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 6,044 shares
    Change vs previous 13F +65 shares

    0.15% of the 13F portfolio, value $429,460.

    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 5,979 shares
    Change vs previous 13F +1,970 shares

    0.15% of the 13F portfolio, value $399,032.

    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 4,009 shares
    Change vs previous 13F -2,102 shares

    0.09% of the 13F portfolio, value $212,233.

    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 6,111 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $397,236.

    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).