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Altus Wealth Management, LLC: OEF position timeline

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

Altus Wealth Management, LLC held 2,951 OEF 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 2,951 shares
    Change vs previous 13F +447 shares

    0.42% of the 13F portfolio, value $1,079,726.

    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 2,504 shares
    Change vs previous 13F +63 shares

    0.35% of the 13F portfolio, value $796,544.

    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 2,441 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $837,150.

    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 2,440 shares
    Change vs previous 13F +630 shares

    0.36% of the 13F portfolio, value $812,216.

    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 1,810 shares
    Change vs previous 13F -113,489 shares

    0.26% of the 13F portfolio, value $550,874.

    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 115,299 shares
    Change vs previous 13F -1,730 shares

    14.62% of the 13F portfolio, value $31,226,396.

    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 117,029 shares
    Change vs previous 13F +2,213 shares

    15.12% of the 13F portfolio, value $33,803,899.

    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 114,816 shares
    Change vs previous 13F not available

    14.91% of the 13F portfolio, value $31,776,386.

    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).