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Altus Wealth Group LLC: FDL position timeline

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

Altus Wealth Group LLC held 25,302 FDL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,302 shares
    Change vs previous 13F -649 shares

    0.44% of the 13F portfolio, value $1,231,200.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 25,951 shares
    Change vs previous 13F -452 shares

    0.54% of the 13F portfolio, value $1,318,313.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 26,403 shares
    Change vs previous 13F -490 shares

    0.47% of the 13F portfolio, value $1,170,713.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 26,893 shares
    Change vs previous 13F +76 shares

    0.48% of the 13F portfolio, value $1,167,410.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 26,817 shares
    Change vs previous 13F +84 shares

    0.5% of the 13F portfolio, value $1,122,812.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 26,733 shares
    Change vs previous 13F -55 shares

    0.54% of the 13F portfolio, value $1,161,281.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 26,788 shares
    Change vs previous 13F -168 shares

    0.48% of the 13F portfolio, value $1,078,498.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group LLC
    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 26,956 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,130,789.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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