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Disclosery

AlTi Global, Inc.: ITOT position timeline

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

AlTi Global, Inc. held 2,992,236 ITOT 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 2,992,236 shares
    Change vs previous 13F +91,475 shares

    10.16% of the 13F portfolio, value $491,534,650.

    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 2,900,761 shares
    Change vs previous 13F +148,477 shares

    8.98% of the 13F portfolio, value $413,155,408.

    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 2,752,284 shares
    Change vs previous 13F +546 shares

    8.77% of the 13F portfolio, value $409,236,670.

    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 2,751,738 shares
    Change vs previous 13F +105,811 shares

    9.4% of the 13F portfolio, value $400,789,623.

    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 2,645,927 shares
    Change vs previous 13F +103,897 shares

    8.96% of the 13F portfolio, value $357,309,838.

    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 2,542,030 shares
    Change vs previous 13F +116,017 shares

    8.13% of the 13F portfolio, value $310,152,352.

    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 2,426,013 shares
    Change vs previous 13F -17,092 shares

    7.53% of the 13F portfolio, value $312,039,335.

    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 2,443,105 shares
    Change vs previous 13F not available

    7.38% of the 13F portfolio, value $306,901,701.

    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).