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Disclosery

AlTi Global, Inc.: IAUM position timeline

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

AlTi Global, Inc. held 1,419,049 IAUM 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 1,419,049 shares
    Change vs previous 13F +80,000 shares

    1.17% of the 13F portfolio, value $56,776,150.

    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 1,339,049 shares
    Change vs previous 13F -20,951 shares

    1.38% of the 13F portfolio, value $63,509,658.

    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 1,360,000 shares
    Change vs previous 13F -40,000 shares

    1.25% of the 13F portfolio, value $58,459,600.

    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 1,400,000 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $53,886,000.

    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 1,400,000 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $46,193,000.

    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).