Skip to content
Disclosery

Alteri Wealth LLC: WDC position timeline

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

Alteri Wealth LLC held 3,130 WDC 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 3,130 shares
    Change vs previous 13F -1,035 shares

    0.55% of the 13F portfolio, value $1,999,383.

    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 4,165 shares
    Change vs previous 13F -1,590 shares

    0.37% of the 13F portfolio, value $1,126,653.

    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 5,755 shares
    Change vs previous 13F -3,472 shares

    0.32% of the 13F portfolio, value $991,404.

    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 9,227 shares
    Change vs previous 13F -1,833 shares

    0.38% of the 13F portfolio, value $1,107,803.

    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 11,060 shares
    Change vs previous 13F +3,594 shares

    0.27% of the 13F portfolio, value $707,712.

    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 7,466 shares
    Change vs previous 13F +1,168 shares

    0.13% of the 13F portfolio, value $301,850.

    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 6,298 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $375,550.

    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).