Filer Snapshot

Altium Wealth Management LLC

CIK 0001739594. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

19

Latest Filing

22 Jul 2022

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 22 Jul 2022 for CIK 0001739594.

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Business address
2500 Westchester Avenue, Suite 210, Purchase, NY, 10577
Top securities (13F)
VOO, IEFA, IJH, IEMG, VEA, AAPL, VO, VWO, VTEB, IJR, VOOG, VCIT, MSFT, SPYG, SPYV, MUB, VGIT, BRKB, VTV, and VB
State of incorporation
NY
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Altium Wealth Management LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $1.39B across 374 reported holdings for Q2 2022.
  • Largest parsed 13F holding: VOO at $167.47M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 374 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2022 - 22 Jul 2022

VOO

12.1%

Vanguard Index Fds

$167.47M

IEFA

9.2%

Ishares Tr

$127.83M

IJH

4.9%

Ishares Tr

$67.56M

IEMG

4.4%

Ishares Inc

$60.84M

VEA

4.2%

Vanguard Tax Managed Intl Fd

$58.62M

Latest update

What changed recently for Altium Wealth Management LLC

New filing available

Latest 13F period: Q2 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

22 Jul 2022

Page type

Filer profile

Latest period

Q2 2022

Institutional portfolio context was refreshed from a 13F filing filed on 22 Jul 2022.

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Benchmark Context

Benchmark context for this company

Altium Wealth Management LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q2 2022. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Altium Wealth Management LLC has filed 19 SEC EDGAR filings since 01 Jun 2018. Common forms include 13F-HR.

Altium Wealth Management LLC SEC filings Altium Wealth Management LLC 13F portfolio

Latest Filings

Recent SEC filings for Altium Wealth Management LLC with direct links to document and filing folders.

13F-HR File 028-18798

13F-HR filing

Filing date
22 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
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13F-HR File 028-18798

13F-HR filing

Filing date
31 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
15 Nov 2021
Reporting date
30 Sep 2021
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13F-HR File 028-18798

13F-HR filing

Filing date
13 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
06 May 2021
Reporting date
31 Mar 2021
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13F-HR File 028-18798

13F-HR filing

Filing date
04 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
26 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
31 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
23 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
17 Jan 2020
Reporting date
31 Dec 2019
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13F-HR File 028-18798

13F-HR filing

Filing date
12 Nov 2019
Reporting date
30 Sep 2019
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13F-HR File 028-18798

13F-HR filing

Filing date
18 Jul 2019
Reporting date
30 Jun 2019
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13F-HR File 028-18798

13F-HR filing

Filing date
26 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
18 Jan 2019
Reporting date
31 Dec 2018
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13F-HR File 028-18798

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
14 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
06 Jun 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-18798

13F-HR filing

Filing date
01 Jun 2018
Reporting date
31 Dec 2017
SEC evidence
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About this filer

Altium Wealth Management LLC files with the SEC under CIK 0001739594. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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