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Alterna Wealth Management, IncETFConcentrated trader

CIK: 0001767699 | HOUSTON, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR109$180.3M2026-10-27SEC ↗
Q2 2026
13F-HR109$174.3M2026-07-16SEC ↗
Q1 2026
13F-HR105$132.0M2026-04-27SEC ↗
Q4 2025
13F-HR101$120.0M2026-01-23SEC ↗
Q3 2025
13F-HR97$121.5M2025-10-17SEC ↗
Q2 2025
13F-HR105$124.9M2025-08-11SEC ↗
Q1 2025
13F-HR109$131.8M2025-04-28SEC ↗
Q4 2024
13F-HR103$118.5M2025-01-24SEC ↗
Q3 2024
13F-HR101$111.4M2024-10-30SEC ↗
Q2 2024
13F-HR108$114.2M2024-07-12SEC ↗
Q1 2024
13F-HR98$123.4M2024-05-03SEC ↗
Q4 2023
13F-HR77$83.1M2024-02-06SEC ↗
Q3 2023
13F-HR71$78.2M2023-11-13SEC ↗
Q2 2023
13F-HR108$86.3M2023-08-10SEC ↗
Q1 2023
13F-HR108$79.8M2023-05-26SEC ↗
Q4 2022
13F-HR98$89.2M2023-02-13SEC ↗
Q3 2022
13F-HR87$3.1M2022-11-09SEC ↗
Q2 2022
13F-HR88$1.9M2022-08-12SEC ↗
Q1 2022
13F-HR119$1.3M2022-05-12SEC ↗
Q4 2021
13F-HR129$1.3M2022-02-10SEC ↗
Q4 2020
13F-HR88$743.6K2021-02-11SEC ↗
Q3 2020
13F-HR87$482.6K2020-10-19SEC ↗
Q2 2020
13F-HR95$1.0M2020-07-27SEC ↗
Q1 2020
13F-HR75$664.5K2020-05-08SEC ↗
Q4 2019
13F-HR113$1.1M2020-01-27SEC ↗
Q3 2019
13F-HR127$1.1M2019-11-12SEC ↗
Q2 2019
13F-HR105$540.8K2019-08-14SEC ↗
Q1 2019
13F-HR109$689.6K2019-05-13SEC ↗
Q4 2018Amended
13F-HR/A299$1.4M2019-02-14SEC ↗