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ALTERNA WEALTH MANAGEMENT, INC: XLF position timeline

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

ALTERNA WEALTH MANAGEMENT, INC held 6,366 XLF 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 6,366 shares
    Change vs previous 13F -1,894 shares

    0.2% of the 13F portfolio, value $341,270.

    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 8,260 shares
    Change vs previous 13F -1,026 shares

    0.31% of the 13F portfolio, value $407,798.

    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 9,286 shares
    Change vs previous 13F -273 shares

    0.42% of the 13F portfolio, value $508,617.

    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 9,559 shares
    Change vs previous 13F +389 shares

    0.42% of the 13F portfolio, value $514,943.

    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 9,170 shares
    Change vs previous 13F -438 shares

    0.38% of the 13F portfolio, value $480,233.

    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 9,608 shares
    Change vs previous 13F +256 shares

    0.36% of the 13F portfolio, value $478,574.

    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 9,352 shares
    Change vs previous 13F -57,390 shares

    0.38% of the 13F portfolio, value $451,982.

    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 66,742 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $3,024,747.

    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).