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Altus Wealth Management, LLC: IWF position timeline

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

Altus Wealth Management, LLC held 6,172 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,172 shares
    Change vs previous 13F +4,629 shares

    0.3% of the 13F portfolio, value $766,377.

    13F-HR 0001802107-26-000006 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).

  2. period ended2026-03-31
    13F 1,543 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $657,935.

    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).

  3. period ended2025-12-31
    13F 1,543 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $730,302.

    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).

  4. period ended2025-09-30
    13F 1,543 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $722,757.

    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).

  5. period ended2025-06-30
    13F 1,543 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $655,127.

    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).

  6. period ended2025-03-31
    13F 1,543 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $557,162.

    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).

  7. period ended2024-12-31
    13F 1,543 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $619,638.

    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).

  8. period ended2024-09-30
    13F 1,543 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $579,211.

    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).