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Disclosery

Alteri Wealth LLC: WFC position timeline

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

Alteri Wealth LLC held 13,951 WFC 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 13,951 shares
    Change vs previous 13F -2,867 shares

    0.32% of the 13F portfolio, value $1,152,944.

    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 16,818 shares
    Change vs previous 13F +449 shares

    0.43% of the 13F portfolio, value $1,338,912.

    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 16,369 shares
    Change vs previous 13F +7 shares

    0.49% of the 13F portfolio, value $1,525,611.

    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 16,362 shares
    Change vs previous 13F +348 shares

    0.47% of the 13F portfolio, value $1,371,450.

    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 16,014 shares
    Change vs previous 13F +3,575 shares

    0.5% of the 13F portfolio, value $1,283,033.

    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 12,439 shares
    Change vs previous 13F +5,053 shares

    0.39% of the 13F portfolio, value $892,986.

    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 7,386 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $518,816.

    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).