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Disclosery

Alteri Wealth LLC: VGT position timeline

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

Alteri Wealth LLC held 11,059 VGT 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 11,059 shares
    Change vs previous 13F +9,727 shares

    0.36% of the 13F portfolio, value $1,321,729.

    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 1,332 shares
    Change vs previous 13F +83 shares

    0.3% of the 13F portfolio, value $929,109.

    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 1,249 shares
    Change vs previous 13F -13 shares

    0.31% of the 13F portfolio, value $941,785.

    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 1,262 shares
    Change vs previous 13F +112 shares

    0.32% of the 13F portfolio, value $942,435.

    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 1,150 shares
    Change vs previous 13F -179 shares

    0.3% of the 13F portfolio, value $762,868.

    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 1,329 shares
    Change vs previous 13F -458 shares

    0.32% of the 13F portfolio, value $720,856.

    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 1,787 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,111,282.

    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).