Skip to main content

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

BLW holding history

BlackRock Ltd Duration Income Trust in every 13F filed by Altus Wealth Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BLW overviewAll 13F holders of BLWFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of BLW by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−10,518−100.0%Sold outHolders
Q2 202410,518$146.8K0.1%−113−1.1%ReducedHolders
Q1 202410,631$149.1K0.1%−65−0.6%ReducedHolders
Q4 202310,696$149.5K0.1%−1,296−10.8%ReducedHolders
Q3 202311,992$154.5K0.1%+24+0.2%AddedHolders
Q2 202311,968$154.1K0.1%−39−0.3%ReducedHolders
Q1 202312,007$157.4K0.1%+60.0%AddedHolders
Q4 202212,001$156.8K0.1%−1,532−11.3%ReducedHolders
Q3 202213,533$231.0K0.2%00.0%UnchangedHolders
Q2 202213,533$231.0K0.2%+879+6.9%AddedHolders
Q1 202212,654$181.0K0.1%−292−2.3%ReducedHolders
Q4 202112,946$218.0K0.2%−587−4.3%ReducedHolders
Q3 202113,533$231.0K0.2%+583+4.5%AddedHolders
Q2 202112,950$220.0K0.2%00.0%UnchangedHolders
Q1 202112,950$220.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.