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Disclosery

Altus Wealth Group LLC: IWF position timeline

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

Altus Wealth Group LLC held 70,538 IWF 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 70,538 shares
    Change vs previous 13F +52,897 shares

    3.16% of the 13F portfolio, value $8,758,743.

    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 17,641 shares
    Change vs previous 13F +17 shares

    3.08% of the 13F portfolio, value $7,522,066.

    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 17,624 shares
    Change vs previous 13F +51 shares

    3.33% of the 13F portfolio, value $8,341,336.

    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 17,573 shares
    Change vs previous 13F -93 shares

    3.38% of the 13F portfolio, value $8,231,233.

    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 17,666 shares
    Change vs previous 13F -32 shares

    3.32% of the 13F portfolio, value $7,500,479.

    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 17,698 shares
    Change vs previous 13F -12,567 shares

    2.99% of the 13F portfolio, value $6,390,418.

    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 30,265 shares
    Change vs previous 13F -1,081 shares

    5.38% of the 13F portfolio, value $12,153,618.

    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 31,346 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $11,766,822.

    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).