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AlTi Global, Inc.: SPY position timeline

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

AlTi Global, Inc. held 580,772 SPY 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 580,772 shares
    Change vs previous 13F -3,615 shares

    8.98% of the 13F portfolio, value $434,557,832.

    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 584,387 shares
    Change vs previous 13F +48,278 shares

    8.32% of the 13F portfolio, value $382,692,456.

    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 536,109 shares
    Change vs previous 13F -2,678 shares

    7.86% of the 13F portfolio, value $366,396,948.

    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 538,787 shares
    Change vs previous 13F +248 shares

    8.44% of the 13F portfolio, value $359,711,953.

    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 538,539 shares
    Change vs previous 13F +80,840 shares

    8.43% of the 13F portfolio, value $336,106,164.

    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 457,699 shares
    Change vs previous 13F +3,859 shares

    6.73% of the 13F portfolio, value $256,800,315.

    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 453,840 shares
    Change vs previous 13F -15,182 shares

    6.51% of the 13F portfolio, value $269,717,983.

    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 469,022 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $269,918,513.

    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).