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Disclosery

AlTi Global, Inc.: PSX position timeline

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

AlTi Global, Inc. held 42,506 PSX 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 42,506 shares
    Change vs previous 13F -123 shares

    0.15% of the 13F portfolio, value $7,185,707.

    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 42,629 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $7,307,565.

    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 42,629 shares
    Change vs previous 13F -5,024 shares

    0.12% of the 13F portfolio, value $5,500,823.

    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 47,653 shares
    Change vs previous 13F +3,024 shares

    0.15% of the 13F portfolio, value $6,481,662.

    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 44,629 shares
    Change vs previous 13F +2,397 shares

    0.14% of the 13F portfolio, value $5,560,425.

    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 42,232 shares
    Change vs previous 13F -20,594 shares

    0.14% of the 13F portfolio, value $5,214,741.

    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 62,826 shares
    Change vs previous 13F +59,971 shares

    0.18% of the 13F portfolio, value $7,355,796.

    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 2,855 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $375,329.

    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).