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Disclosery

AlTi Global, Inc.: IWD position timeline

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

AlTi Global, Inc. held 31,463 IWD 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 31,463 shares
    Change vs previous 13F -2,461 shares

    0.16% of the 13F portfolio, value $7,627,652.

    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 33,924 shares
    Change vs previous 13F -1,298 shares

    0.16% of the 13F portfolio, value $7,248,638.

    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 35,222 shares
    Change vs previous 13F -1,935 shares

    0.16% of the 13F portfolio, value $7,408,652.

    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 37,157 shares
    Change vs previous 13F +11,208 shares

    0.18% of the 13F portfolio, value $7,564,865.

    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 25,949 shares
    Change vs previous 13F +16 shares

    0.13% of the 13F portfolio, value $5,040,314.

    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 25,933 shares
    Change vs previous 13F -1,234 shares

    0.13% of the 13F portfolio, value $4,879,424.

    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 27,167 shares
    Change vs previous 13F +634 shares

    0.12% of the 13F portfolio, value $5,029,443.

    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 26,533 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,035,967.

    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).