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Disclosery

Altman Advisors, Inc.: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altman Advisors, Inc. on ACWI, newest first. How the timeline and the estimate are built.

Altman Advisors, Inc. held 5,056 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,056 shares
    Change vs previous 13F +5,056 shares

    0.28% of the 13F portfolio, value $793,640.

    13F-HR 0001731671-26-000003 filed by Altman Advisors, 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 0 shares
    Change vs previous 13F -24,653 shares

    13F-HR 0001731671-26-000002 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 24,653 shares
    Change vs previous 13F +24,653 shares

    1.31% of the 13F portfolio, value $3,488,153.

    13F-HR 0001731671-26-000001 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -19,190 shares

    13F-HR 0001085146-25-002563 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 19,190 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,254,825.

    13F-HR 0001085146-25-001263 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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