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Disclosery

Altus Wealth Group LLC: SPTM position timeline

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

Altus Wealth Group LLC held 32,133 SPTM 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 32,133 shares
    Change vs previous 13F -408 shares

    1.05% of the 13F portfolio, value $2,917,384.

    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 32,541 shares
    Change vs previous 13F -1,291 shares

    1.05% of the 13F portfolio, value $2,572,695.

    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 33,832 shares
    Change vs previous 13F -1,098 shares

    1.12% of the 13F portfolio, value $2,791,120.

    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 34,930 shares
    Change vs previous 13F -427 shares

    1.16% of the 13F portfolio, value $2,817,079.

    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 35,357 shares
    Change vs previous 13F -1,076 shares

    1.17% of the 13F portfolio, value $2,647,865.

    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 36,433 shares
    Change vs previous 13F -1,351 shares

    1.16% of the 13F portfolio, value $2,477,811.

    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 37,784 shares
    Change vs previous 13F -742 shares

    1.19% of the 13F portfolio, value $2,698,897.

    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 38,526 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,699,131.

    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).