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Disclosery

Alteri Wealth LLC: VCSH position timeline

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

Alteri Wealth LLC held 16,680 VCSH 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 16,680 shares
    Change vs previous 13F +724 shares

    0.36% of the 13F portfolio, value $1,318,258.

    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 15,956 shares
    Change vs previous 13F +2,604 shares

    0.41% of the 13F portfolio, value $1,264,867.

    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 13,352 shares
    Change vs previous 13F +217 shares

    0.35% of the 13F portfolio, value $1,064,545.

    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 13,135 shares
    Change vs previous 13F +2,041 shares

    0.36% of the 13F portfolio, value $1,049,905.

    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 11,094 shares
    Change vs previous 13F +698 shares

    0.34% of the 13F portfolio, value $881,961.

    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 10,396 shares
    Change vs previous 13F +894 shares

    0.36% of the 13F portfolio, value $820,675.

    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 9,502 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $741,217.

    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).