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ALTERNA WEALTH MANAGEMENT, INC: SHV position timeline

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

ALTERNA WEALTH MANAGEMENT, INC held 54,542 SHV 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 54,542 shares
    Change vs previous 13F -1,554 shares

    3.45% of the 13F portfolio, value $6,018,710.

    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 56,096 shares
    Change vs previous 13F -10,208 shares

    4.69% of the 13F portfolio, value $6,192,437.

    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 66,304 shares
    Change vs previous 13F -14,818 shares

    6.09% of the 13F portfolio, value $7,303,386.

    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 81,122 shares
    Change vs previous 13F -26,240 shares

    7.38% of the 13F portfolio, value $8,963,170.

    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 107,362 shares
    Change vs previous 13F -16,785 shares

    9.49% of the 13F portfolio, value $11,854,912.

    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 124,147 shares
    Change vs previous 13F +28,570 shares

    10.4% of the 13F portfolio, value $13,713,278.

    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 95,577 shares
    Change vs previous 13F +30,046 shares

    8.88% of the 13F portfolio, value $10,523,983.

    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 65,531 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $7,249,694.

    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).