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Disclosery

Alteri Wealth LLC: VCIT position timeline

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

Alteri Wealth LLC held 14,185 VCIT 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 14,185 shares
    Change vs previous 13F +472 shares

    0.32% of the 13F portfolio, value $1,172,420.

    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 13,713 shares
    Change vs previous 13F -376 shares

    0.37% of the 13F portfolio, value $1,134,730.

    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 14,089 shares
    Change vs previous 13F +979 shares

    0.38% of the 13F portfolio, value $1,179,915.

    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 13,110 shares
    Change vs previous 13F +581 shares

    0.38% of the 13F portfolio, value $1,102,676.

    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 12,529 shares
    Change vs previous 13F -592 shares

    0.4% of the 13F portfolio, value $1,038,920.

    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 13,121 shares
    Change vs previous 13F +1,063 shares

    0.47% of the 13F portfolio, value $1,072,794.

    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 12,058 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $967,862.

    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).