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Disclosery

Alteri Wealth LLC: URA position timeline

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

Alteri Wealth LLC held 23,433 URA 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 23,433 shares
    Change vs previous 13F +1,855 shares

    0.28% of the 13F portfolio, value $1,024,023.

    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 21,578 shares
    Change vs previous 13F +517 shares

    0.34% of the 13F portfolio, value $1,045,023.

    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 21,061 shares
    Change vs previous 13F +179 shares

    0.29% of the 13F portfolio, value $899,937.

    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 20,882 shares
    Change vs previous 13F +1,586 shares

    0.34% of the 13F portfolio, value $995,445.

    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 19,296 shares
    Change vs previous 13F +445 shares

    0.29% of the 13F portfolio, value $748,878.

    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 18,851 shares
    Change vs previous 13F -1,009 shares

    0.19% of the 13F portfolio, value $432,065.

    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 19,860 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $531,851.

    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).