Alteri Wealth LLCGrowthConcentrated trader

CIK: 0002054980 | WESTLAKE VILLAGE, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	296	$362.1M	2026-07-29	SEC ↗
Q1 2026	13F-HR	292	$308.6M	2026-05-06	SEC ↗
Q4 2025	13F-HR	286	$308.5M	2026-02-11	SEC ↗
Q3 2025	13F-HR	282	$291.0M	2025-11-10	SEC ↗
Q2 2025	13F-HR	271	$257.8M	2025-08-11	SEC ↗
Q1 2025	13F-HR	250	$227.3M	2025-05-07	SEC ↗
Q4 2024	13F-HR	246	$361.3M	2025-02-14	SEC ↗