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Disclosery

Altus Wealth Group LLC: SPIB position timeline

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

Altus Wealth Group LLC held 20,007 SPIB 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 20,007 shares
    Change vs previous 13F -324 shares

    0.24% of the 13F portfolio, value $669,450.

    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 20,331 shares
    Change vs previous 13F +681 shares

    0.28% of the 13F portfolio, value $681,892.

    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 19,650 shares
    Change vs previous 13F -3,235 shares

    0.27% of the 13F portfolio, value $664,377.

    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 22,885 shares
    Change vs previous 13F -408 shares

    0.32% of the 13F portfolio, value $775,582.

    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 23,293 shares
    Change vs previous 13F -1,214 shares

    0.35% of the 13F portfolio, value $782,171.

    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 24,507 shares
    Change vs previous 13F -1,035 shares

    0.38% of the 13F portfolio, value $814,624.

    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 25,542 shares
    Change vs previous 13F +3,058 shares

    0.37% of the 13F portfolio, value $836,742.

    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 22,484 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $757,933.

    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).