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Disclosery

AlTi Global, Inc.: CRM position timeline

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

AlTi Global, Inc. held 13,306 CRM 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 13,306 shares
    Change vs previous 13F -5,526 shares

    0.04% of the 13F portfolio, value $2,089,506.

    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 18,832 shares
    Change vs previous 13F -205 shares

    0.08% of the 13F portfolio, value $3,515,322.

    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 19,037 shares
    Change vs previous 13F +243 shares

    0.11% of the 13F portfolio, value $5,050,412.

    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 18,794 shares
    Change vs previous 13F +932 shares

    0.1% of the 13F portfolio, value $4,462,382.

    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 17,862 shares
    Change vs previous 13F +1,396 shares

    0.12% of the 13F portfolio, value $4,861,251.

    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 16,466 shares
    Change vs previous 13F -2,006 shares

    0.12% of the 13F portfolio, value $4,419,619.

    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 18,472 shares
    Change vs previous 13F -1,221 shares

    0.15% of the 13F portfolio, value $6,115,956.

    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 19,693 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,397,185.

    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).