Alteri Wealth LLC
Position in CLOV — Clover Health Investments, Corp. /De
CIK 2054980
WESTLAKE VILLAGE, CA
Position in CLOV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$100,398
+$68,234 QoQ
Shares Held
19,160
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#138
of 223 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Alteri Wealth LLC holds $2,094,407 across 3 Healthcare Plans names. CLOV ranks #3 (4.8% of the industry book) .
All Filings in CLOV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,398 | 19,160 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $32,164 | 18,275 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,560 | 10,877 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,556 | 11,293 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,551 | 10,592 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||