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Disclosery

Altus Wealth Group LLC: FIXD position timeline

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

Altus Wealth Group LLC held 13,751 FIXD 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 13,751 shares
    Change vs previous 13F -2,968 shares

    0.22% of the 13F portfolio, value $599,699.

    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 16,719 shares
    Change vs previous 13F +1,495 shares

    0.3% of the 13F portfolio, value $728,760.

    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 15,224 shares
    Change vs previous 13F -365 shares

    0.27% of the 13F portfolio, value $674,713.

    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 15,589 shares
    Change vs previous 13F +2,007 shares

    0.28% of the 13F portfolio, value $692,445.

    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 13,582 shares
    Change vs previous 13F -232 shares

    0.26% of the 13F portfolio, value $596,113.

    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 13,814 shares
    Change vs previous 13F -231 shares

    0.28% of the 13F portfolio, value $605,622.

    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 14,045 shares
    Change vs previous 13F +7,159 shares

    0.27% of the 13F portfolio, value $603,505.

    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 6,886 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $311,504.

    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).