CWM, LLC
- SEC CIK
- 0001535847
- Latest filing
- May 14, 2026
ALTI holding history
AlTi Global, Inc. in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ALTI overviewAll 13F holders of ALTIFull Q1 2026 holdings
- Shares (Q1 2026)
- 4,108
- Value
- $14.9K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,108 | $14.9K | <0.1% | +2,157+110.6% | Added | Holders |
| Q4 2025 | 1,951 | $9.00K | <0.1% | +165+9.2% | Added | Holders |
| Q3 2025 | 1,786 | $6.00K | <0.1% | −136−7.1% | Reduced | Holders |
| Q2 2025 | 1,922 | $8.00K | <0.1% | +1,015+111.9% | Added | Holders |
| Q1 2025 | 907 | $3.00K | <0.1% | +415+84.3% | Added | Holders |
| Q4 2024 | 492 | $2.00K | <0.1% | +243+97.6% | Added | Holders |
| Q3 2024 | 249 | $1.00K | <0.1% | +205+465.9% | Added | Holders |
| Q2 2024 | 44 | $0 | 0.0% | +41+1,366.7% | Added | Holders |
| Q1 2024 | 3 | $0 | 0.0% | +3 | New | Holders |