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Disclosery

AlTi Global, Inc.: SCHX position timeline

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

AlTi Global, Inc. held 115,864 SCHX 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 115,864 shares
    Change vs previous 13F +45,520 shares

    0.07% of the 13F portfolio, value $3,409,875.

    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 70,344 shares
    Change vs previous 13F +191 shares

    0.04% of the 13F portfolio, value $1,803,624.

    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 70,153 shares
    Change vs previous 13F +195 shares

    0.04% of the 13F portfolio, value $1,887,834.

    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 69,958 shares
    Change vs previous 13F -3,272 shares

    0.04% of the 13F portfolio, value $1,842,691.

    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 73,230 shares
    Change vs previous 13F -2,658 shares

    0.04% of the 13F portfolio, value $1,789,755.

    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 75,888 shares
    Change vs previous 13F -2,006 shares

    0.04% of the 13F portfolio, value $1,675,609.

    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 77,894 shares
    Change vs previous 13F +52,522 shares

    0.04% of the 13F portfolio, value $1,805,577.

    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 25,372 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,721,486.

    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).