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Disclosery

Alteri Wealth LLC: WMT position timeline

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

Alteri Wealth LLC held 81,161 WMT 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 81,161 shares
    Change vs previous 13F +486 shares

    2.54% of the 13F portfolio, value $9,192,315.

    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 80,675 shares
    Change vs previous 13F -1,404 shares

    3.25% of the 13F portfolio, value $10,026,267.

    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 82,079 shares
    Change vs previous 13F -3,154 shares

    2.96% of the 13F portfolio, value $9,144,391.

    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 85,233 shares
    Change vs previous 13F +538 shares

    3.02% of the 13F portfolio, value $8,784,085.

    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 84,695 shares
    Change vs previous 13F -1,837 shares

    3.21% of the 13F portfolio, value $8,281,452.

    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 86,532 shares
    Change vs previous 13F +4,259 shares

    3.34% of the 13F portfolio, value $7,596,604.

    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 82,273 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $7,433,350.

    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).