| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 14.0% |
| ISHARES TR | 3 | Q2 2024 | 10.2% |
| SPDR SER TR | 3 | Q2 2024 | 8.7% |
| ISHARES TR | 3 | Q2 2024 | 7.6% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 7.4% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.8% |
| EXXON MOBIL CORP | 3 | Q2 2024 | 3.3% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 3.1% |
| ISHARES TR | 3 | Q2 2024 | 3.3% |
| APPLE INC | 3 | Q2 2024 | 1.9% |
View AlTi Global, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-09-19 |
| 144 | 2024-09-17 |
| 4 | 2024-09-12 |
| 4 | 2024-09-12 |
| 144 | 2024-09-11 |
| 4 | 2024-09-11 |
| 144 | 2024-09-10 |
| 144 | 2024-09-09 |
| 4 | 2024-09-06 |
| 4 | 2024-09-04 |
View AlTi Global, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.