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ALTERNA WEALTH MANAGEMENT, INC: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTERNA WEALTH MANAGEMENT, INC on SGOV, newest first. How the timeline and the estimate are built.

ALTERNA WEALTH MANAGEMENT, INC held 49,193 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,193 shares
    Change vs previous 13F +1,623 shares

    2.84% of the 13F portfolio, value $4,952,209.

    13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 47,570 shares
    Change vs previous 13F +9,735 shares

    3.63% of the 13F portfolio, value $4,788,346.

    13F-HR 0001767699-26-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 37,835 shares
    Change vs previous 13F -4,928 shares

    3.17% of the 13F portfolio, value $3,797,918.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 42,763 shares
    Change vs previous 13F -1,104 shares

    3.55% of the 13F portfolio, value $4,306,275.

    13F-HR 0001767699-25-000006 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 43,867 shares
    Change vs previous 13F -783 shares

    3.54% of the 13F portfolio, value $4,416,968.

    13F-HR 0001767699-25-000005 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 44,650 shares
    Change vs previous 13F +24,164 shares

    3.41% of the 13F portfolio, value $4,494,916.

    13F-HR 0001767699-25-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 20,486 shares
    Change vs previous 13F +3,823 shares

    1.73% of the 13F portfolio, value $2,055,156.

    13F-HR 0001767699-25-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,663 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,678,297.

    13F-HR 0001767699-24-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).