AlTi Global, Inc.: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AlTi Global, Inc. on AXP, newest first. How the timeline and the estimate are built.
AlTi Global, Inc. held 5,035 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 5,035 sharesChange vs previous 13F -89 shares
0.04% of the 13F portfolio, value $1,702,958.
13F-HR 0001838615-26-000004 filed by AlTi Global, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,124 sharesChange vs previous 13F -4,440 shares
0.03% of the 13F portfolio, value $1,549,997.
13F-HR 0001838615-26-000003 filed by AlTi Global, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,564 sharesChange vs previous 13F -12,793 shares
0.08% of the 13F portfolio, value $3,538,128.
13F-HR 0001838615-26-000002 filed by AlTi Global, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,357 sharesChange vs previous 13F -5,068 shares
0.17% of the 13F portfolio, value $7,425,538.
13F-HR 0001085146-25-005972 filed by AlTi Global, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,425 sharesChange vs previous 13F +19,538 shares
0.22% of the 13F portfolio, value $8,779,866.
13F-HR 0001085146-25-004347 filed by AlTi Global, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,887 sharesChange vs previous 13F -682 shares
0.06% of the 13F portfolio, value $2,121,381.
13F-HR 0001085146-25-003243 filed by AlTi Global, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,569 sharesChange vs previous 13F +133 shares
0.06% of the 13F portfolio, value $2,619,386.
13F-HR 0001085146-25-001496 filed by AlTi Global, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,436 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $2,287,866.
13F-HR 0001085146-24-005921 filed by AlTi Global, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).