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AlTi Global, Inc.: IWF position timeline

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

AlTi Global, Inc. held 86,510 IWF 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 86,510 shares
    Change vs previous 13F +60,557 shares

    0.22% of the 13F portfolio, value $10,741,997.

    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 25,953 shares
    Change vs previous 13F -976 shares

    0.24% of the 13F portfolio, value $11,066,189.

    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 26,929 shares
    Change vs previous 13F -2,848 shares

    0.27% of the 13F portfolio, value $12,745,676.

    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 29,777 shares
    Change vs previous 13F +5,167 shares

    0.33% of the 13F portfolio, value $13,948,169.

    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 24,610 shares
    Change vs previous 13F +2,118 shares

    0.26% of the 13F portfolio, value $10,455,056.

    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 22,492 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $8,121,969.

    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 22,491 shares
    Change vs previous 13F -22 shares

    0.22% of the 13F portfolio, value $9,031,836.

    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 22,513 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,450,942.

    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).