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Disclosery

AlTi Global, Inc.: PEP position timeline

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

AlTi Global, Inc. held 71,686 PEP 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 71,686 shares
    Change vs previous 13F -648 shares

    0.2% of the 13F portfolio, value $9,706,326.

    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 72,334 shares
    Change vs previous 13F +659 shares

    0.25% of the 13F portfolio, value $11,275,277.

    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 71,675 shares
    Change vs previous 13F +3,124 shares

    0.22% of the 13F portfolio, value $10,324,285.

    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 68,551 shares
    Change vs previous 13F -1,493 shares

    0.23% of the 13F portfolio, value $9,626,914.

    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 70,044 shares
    Change vs previous 13F +48,679 shares

    0.23% of the 13F portfolio, value $9,327,327.

    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 21,365 shares
    Change vs previous 13F +98 shares

    0.08% of the 13F portfolio, value $3,203,153.

    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 21,267 shares
    Change vs previous 13F +431 shares

    0.08% of the 13F portfolio, value $3,236,882.

    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 20,836 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,543,196.

    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).