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Disclosery

AlTi Global, Inc.: IWV position timeline

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

AlTi Global, Inc. held 40,240 IWV 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 40,240 shares
    Change vs previous 13F +213 shares

    0.35% of the 13F portfolio, value $17,158,174.

    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 40,027 shares
    Change vs previous 13F +115 shares

    0.32% of the 13F portfolio, value $14,837,149.

    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 39,912 shares
    Change vs previous 13F -4 shares

    0.33% of the 13F portfolio, value $15,439,968.

    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 39,916 shares
    Change vs previous 13F -178 shares

    0.35% of the 13F portfolio, value $15,125,729.

    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 40,094 shares
    Change vs previous 13F -1,121 shares

    0.35% of the 13F portfolio, value $14,072,609.

    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 41,215 shares
    Change vs previous 13F -4,792 shares

    0.34% of the 13F portfolio, value $13,091,466.

    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 46,007 shares
    Change vs previous 13F +238 shares

    0.37% of the 13F portfolio, value $15,377,733.

    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 45,769 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $14,954,234.

    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).