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Disclosery

Alteri Wealth LLC: VBR position timeline

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

Alteri Wealth LLC held 7,388 VBR 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 7,388 shares
    Change vs previous 13F -197 shares

    0.5% of the 13F portfolio, value $1,795,092.

    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 7,585 shares
    Change vs previous 13F -4 shares

    0.53% of the 13F portfolio, value $1,647,947.

    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 7,589 shares
    Change vs previous 13F +442 shares

    0.52% of the 13F portfolio, value $1,607,313.

    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 7,147 shares
    Change vs previous 13F +835 shares

    0.51% of the 13F portfolio, value $1,491,650.

    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 6,312 shares
    Change vs previous 13F +10 shares

    0.48% of the 13F portfolio, value $1,230,903.

    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 6,302 shares
    Change vs previous 13F -411 shares

    0.52% of the 13F portfolio, value $1,174,000.

    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 6,713 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,330,382.

    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).