Alteri Wealth LLC: TXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alteri Wealth LLC on TXN, newest first. How the timeline and the estimate are built.
Alteri Wealth LLC held 2,333 TXN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 2,333 sharesChange vs previous 13F -165 shares
0.19% of the 13F portfolio, value $695,510.
13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,498 sharesChange vs previous 13F +1,016 shares
0.16% of the 13F portfolio, value $484,880.
13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,482 sharesChange vs previous 13F -2,371 shares
0.08% of the 13F portfolio, value $257,194.
13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,853 sharesChange vs previous 13F +255 shares
0.24% of the 13F portfolio, value $707,965.
13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,598 sharesChange vs previous 13F +395 shares
0.29% of the 13F portfolio, value $746,986.
13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,203 sharesChange vs previous 13F +382 shares
0.25% of the 13F portfolio, value $575,622.
13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,821 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $529,027.
13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).