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Disclosery

AlTi Global, Inc.: IVV position timeline

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

AlTi Global, Inc. held 26,239 IVV 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 26,239 shares
    Change vs previous 13F -123,740 shares

    0.41% of the 13F portfolio, value $19,649,895.

    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 149,979 shares
    Change vs previous 13F -25,478 shares

    2.19% of the 13F portfolio, value $100,678,256.

    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 175,457 shares
    Change vs previous 13F +46,942 shares

    2.02% of the 13F portfolio, value $93,984,957.

    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 128,515 shares
    Change vs previous 13F +104,311 shares

    1.83% of the 13F portfolio, value $77,999,891.

    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 24,204 shares
    Change vs previous 13F -526 shares

    0.38% of the 13F portfolio, value $15,036,550.

    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 24,730 shares
    Change vs previous 13F -25,303 shares

    0.36% of the 13F portfolio, value $13,895,407.

    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 50,033 shares
    Change vs previous 13F -901 shares

    0.71% of the 13F portfolio, value $29,453,486.

    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 50,934 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $29,379,882.

    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).