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Disclosery

AlTi Global, Inc.: XLV position timeline

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

AlTi Global, Inc. held 16,532 XLV 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 16,532 shares
    Change vs previous 13F -14,797 shares

    0.05% of the 13F portfolio, value $2,622,967.

    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 31,329 shares
    Change vs previous 13F +15,802 shares

    0.1% of the 13F portfolio, value $4,595,864.

    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 15,527 shares
    Change vs previous 13F -1,348 shares

    0.05% of the 13F portfolio, value $2,403,579.

    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 16,875 shares
    Change vs previous 13F -22,277 shares

    0.06% of the 13F portfolio, value $2,348,494.

    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 39,152 shares
    Change vs previous 13F -2,400 shares

    0.13% of the 13F portfolio, value $5,336,356.

    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 41,552 shares
    Change vs previous 13F -124 shares

    0.16% of the 13F portfolio, value $6,067,008.

    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 41,676 shares
    Change vs previous 13F +401 shares

    0.14% of the 13F portfolio, value $5,840,377.

    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 41,275 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,357,176.

    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).