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Disclosery

AlTi Global, Inc.: REFI position timeline

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

AlTi Global, Inc. held 17,995 REFI 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 17,995 shares
    Change vs previous 13F +662 shares

    <0.01% of the 13F portfolio, value $201,366.

    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 17,333 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $204,360.

    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 16,733 shares
    Change vs previous 13F +611 shares

    <0.01% of the 13F portfolio, value $213,007.

    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 16,122 shares
    Change vs previous 13F +554 shares

    0.01% of the 13F portfolio, value $213,777.

    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 15,568 shares
    Change vs previous 13F +510 shares

    0.01% of the 13F portfolio, value $224,651.

    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 15,058 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $228,431.

    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 14,605 shares
    Change vs previous 13F +423 shares

    0.01% of the 13F portfolio, value $234,708.

    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 14,182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,625.

    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).