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Disclosery

Alteri Wealth LLC: UAL position timeline

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

Alteri Wealth LLC held 17,693 UAL 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 17,693 shares
    Change vs previous 13F -2 shares

    0.66% of the 13F portfolio, value $2,406,071.

    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 17,695 shares
    Change vs previous 13F +5 shares

    0.53% of the 13F portfolio, value $1,629,179.

    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 17,690 shares
    Change vs previous 13F +1 shares

    0.64% of the 13F portfolio, value $1,978,096.

    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 17,689 shares
    Change vs previous 13F +7 shares

    0.59% of the 13F portfolio, value $1,706,989.

    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 17,682 shares
    Change vs previous 13F +94 shares

    0.55% of the 13F portfolio, value $1,408,018.

    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 17,588 shares
    Change vs previous 13F -8 shares

    0.53% of the 13F portfolio, value $1,214,451.

    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 17,596 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,708,572.

    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).