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Disclosery

Altus Wealth Management, LLC: IGV position timeline

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

Altus Wealth Management, LLC held 0 IGV shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -89,753 shares

    13F-HR 0001802107-26-000005 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 89,753 shares
    Change vs previous 13F +533 shares

    4.09% of the 13F portfolio, value $9,485,998.

    13F-HR 0001802107-26-000001 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 89,220 shares
    Change vs previous 13F +780 shares

    4.54% of the 13F portfolio, value $10,261,196.

    13F-HR 0001802107-25-000008 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 88,440 shares
    Change vs previous 13F -1,688 shares

    4.64% of the 13F portfolio, value $9,684,184.

    13F-HR 0001802107-25-000007 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 90,128 shares
    Change vs previous 13F -3,593 shares

    3.76% of the 13F portfolio, value $8,020,495.

    13F-HR 0001802107-25-000005 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 93,721 shares
    Change vs previous 13F +1,769 shares

    4.2% of the 13F portfolio, value $9,383,352.

    13F-HR 0001802107-25-000001 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 91,952 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $8,217,755.

    13F-HR 0001802107-24-000004 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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