AlTi Global, Inc.: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AlTi Global, Inc. on DVY, newest first. How the timeline and the estimate are built.
AlTi Global, Inc. held 79,043 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 79,043 sharesChange vs previous 13F -398 shares
0.26% of the 13F portfolio, value $12,354,421.
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 79,441 sharesChange vs previous 13F +14,800 shares
0.26% of the 13F portfolio, value $12,028,162.
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 64,641 sharesChange vs previous 13F -30,760 shares
0.2% of the 13F portfolio, value $9,123,431.
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 95,401 sharesChange vs previous 13F -11,450 shares
0.32% of the 13F portfolio, value $13,556,483.
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 106,851 sharesChange vs previous 13F -5,400 shares
0.37% of the 13F portfolio, value $14,653,438.
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 112,251 sharesChange vs previous 13F -50,155 shares
0.4% of the 13F portfolio, value $15,074,187.
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 162,406 sharesChange vs previous 13F -1,098 shares
0.53% of the 13F portfolio, value $21,780,136.
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 163,504 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $22,251,303.
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).