Alteri Wealth LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alteri Wealth LLC on VZ, newest first. How the timeline and the estimate are built.
Alteri Wealth LLC held 23,747 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 23,747 sharesChange vs previous 13F +3,909 shares
0.28% of the 13F portfolio, value $1,005,436.
13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,838 sharesChange vs previous 13F -3,430 shares
0.32% of the 13F portfolio, value $995,872.
13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,268 sharesChange vs previous 13F +2,440 shares
0.31% of the 13F portfolio, value $947,693.
13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,828 sharesChange vs previous 13F +1,721 shares
0.31% of the 13F portfolio, value $915,371.
13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,107 sharesChange vs previous 13F +11,452 shares
0.32% of the 13F portfolio, value $826,748.
13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,655 sharesChange vs previous 13F +169 shares
0.15% of the 13F portfolio, value $347,251.
13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,486 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $299,371.
13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).