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Disclosery

Alteri Wealth LLC: T position timeline

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

Alteri Wealth LLC held 47,783 T 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 47,783 shares
    Change vs previous 13F -2,219 shares

    0.27% of the 13F portfolio, value $989,106.

    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 50,002 shares
    Change vs previous 13F -4,742 shares

    0.47% of the 13F portfolio, value $1,449,544.

    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 54,744 shares
    Change vs previous 13F +5,251 shares

    0.44% of the 13F portfolio, value $1,359,847.

    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 49,493 shares
    Change vs previous 13F +10,053 shares

    0.48% of the 13F portfolio, value $1,397,668.

    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 39,440 shares
    Change vs previous 13F +1,786 shares

    0.44% of the 13F portfolio, value $1,141,401.

    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 37,654 shares
    Change vs previous 13F +16,665 shares

    0.47% of the 13F portfolio, value $1,064,864.

    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 20,989 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $477,912.

    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).