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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

TY holding history

TRI-CONTINENTAL Corp 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.

TY overviewAll 13F holders of TYFull Q2 2026 holdings

Shares (Q2 2026)
29,314
Value
$1.01M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of TY by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,314$1.01M0.4%−300−1.0%ReducedHolders
Q1 202629,614$935.5K0.4%−568−1.9%ReducedHolders
Q4 202530,182$985.7K0.4%−669−2.2%ReducedHolders
Q3 202530,851$1.05M0.4%00.0%UnchangedHolders
Q2 202530,851$976.7K0.4%−1,825−5.6%ReducedHolders
Q1 202532,676$1.00M0.5%−2,126−6.1%ReducedHolders
Q4 202434,802$1.10M0.5%−440−1.2%ReducedHolders
Q3 202435,242$1.16M0.5%−782−2.2%ReducedHolders
Q2 202436,024$1.12M0.6%+2,825+8.5%AddedHolders
Q1 202433,199$1.02M0.5%+7,025+26.8%AddedHolders
Q4 202326,174$754.6K0.4%+16+0.1%AddedHolders
Q3 202326,158$695.5K0.4%+583+2.3%AddedHolders
Q2 202325,575$701.3K0.4%+965+3.9%AddedHolders
Q1 202324,610$653.4K0.4%+14+0.1%AddedHolders
Q4 202224,596$630.4K0.5%+345+1.4%AddedHolders
Q3 202224,251$809.0K0.8%00.0%UnchangedHolders
Q2 202224,251$809.0K0.8%+2,623+12.1%AddedHolders
Q1 202221,628$667.0K0.5%−2,617−10.8%ReducedHolders
Q4 202124,245$805.0K0.7%−60.0%ReducedHolders
Q3 202124,251$809.0K0.8%+6,078+33.4%AddedHolders
Q2 202118,173$620.0K0.6%+80.0%AddedHolders
Q1 202118,165$613.0K0.6%––Holders

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