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Disclosery

AlTi Global, Inc.: SCHW position timeline

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

AlTi Global, Inc. held 58,184 SCHW 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 58,184 shares
    Change vs previous 13F +251 shares

    0.11% of the 13F portfolio, value $5,368,622.

    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 57,933 shares
    Change vs previous 13F -1,166 shares

    0.12% of the 13F portfolio, value $5,444,565.

    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 59,099 shares
    Change vs previous 13F -66,535 shares

    0.13% of the 13F portfolio, value $5,904,647.

    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 125,634 shares
    Change vs previous 13F -1,992 shares

    0.28% of the 13F portfolio, value $11,994,493.

    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 127,626 shares
    Change vs previous 13F +74,314 shares

    0.29% of the 13F portfolio, value $11,656,701.

    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 53,312 shares
    Change vs previous 13F +695 shares

    0.11% of the 13F portfolio, value $4,173,466.

    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 52,617 shares
    Change vs previous 13F +32,531 shares

    0.09% of the 13F portfolio, value $3,915,034.

    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 20,086 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,301,783.

    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).