Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-25-000184
Filing Date
2025-05-07
Accepted
2025-05-07 12:59:12
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2080
2 q1202513f.html INFORMATION TABLE  
2 q1202513f.xml INFORMATION TABLE 125258
  Complete submission text file 0001765380-25-000184.txt   128582
Mailing Address 4195 EAST THOUSAND OAKS BLVD SUITE 250 WESTLAKE VILLAGE CA 91362
Business Address 4195 EAST THOUSAND OAKS BLVD SUITE 250 WESTLAKE VILLAGE CA 91362 8058090400
Alteri Wealth LLC (Filer) CIK: 0002054980 (see all company filings)

EIN.: 993233655 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-25206 | Film No.: 25920365