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Disclosery

AlTi Global, Inc.: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AlTi Global, Inc. on AEP, newest first. How the timeline and the estimate are built.

AlTi Global, Inc. held 3,934 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,934 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $538,211.

    13F-HR 0001838615-26-000004 filed by AlTi Global, Inc.
    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 3,792 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $497,055.

    13F-HR 0001838615-26-000003 filed by AlTi Global, Inc.
    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 3,592 shares
    Change vs previous 13F -50,109 shares

    0.01% of the 13F portfolio, value $414,194.

    13F-HR 0001838615-26-000002 filed by AlTi Global, Inc.
    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 53,701 shares
    Change vs previous 13F +123 shares

    0.14% of the 13F portfolio, value $6,041,370.

    13F-HR 0001085146-25-005972 filed by AlTi Global, Inc.
    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 53,578 shares
    Change vs previous 13F +48 shares

    0.14% of the 13F portfolio, value $5,616,424.

    13F-HR 0001085146-25-004347 filed by AlTi Global, Inc.
    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 53,530 shares
    Change vs previous 13F -27,608 shares

    0.15% of the 13F portfolio, value $5,849,221.

    13F-HR 0001085146-25-003243 filed by AlTi Global, Inc.
    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 81,138 shares
    Change vs previous 13F -5,610 shares

    0.19% of the 13F portfolio, value $7,684,534.

    13F-HR 0001085146-25-001496 filed by AlTi Global, Inc.
    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 86,748 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,900,345.

    13F-HR 0001085146-24-005921 filed by AlTi Global, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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