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Disclosery

Alteri Wealth LLC: YEAR position timeline

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

Alteri Wealth LLC held 14,546 YEAR 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 14,546 shares
    Change vs previous 13F +4,817 shares

    0.2% of the 13F portfolio, value $732,244.

    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 9,729 shares
    Change vs previous 13F -2,680 shares

    0.16% of the 13F portfolio, value $491,063.

    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 12,409 shares
    Change vs previous 13F -11,493 shares

    0.2% of the 13F portfolio, value $626,396.

    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 23,902 shares
    Change vs previous 13F +4,028 shares

    0.42% of the 13F portfolio, value $1,211,234.

    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 19,874 shares
    Change vs previous 13F +14,918 shares

    0.39% of the 13F portfolio, value $1,006,817.

    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 4,956 shares
    Change vs previous 13F -2,130 shares

    0.11% of the 13F portfolio, value $250,823.

    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 7,086 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $356,780.

    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).