Alteri Wealth LLC

Position in MA — Mastercard Inc

CIK 2054980 WESTLAKE VILLAGE, CA

Position in MA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$417,043

+$21,812 QoQ

Shares Held

812

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,717

of 3,563 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $3,659,835 across 5 Credit Services names. MA ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,786	$1,642,028
2	AXP	American Express Co	2,148	$726,561
3	SYF	Synchrony Financial	8,224	$625,435
4	MA	Mastercard Inc This page	812	$417,043
5	COF	Capital One Financial Corp	1,240	$248,768

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,043	812	+2.7%	Shares	Sole	2026-07-29
2026-03-31	$395,231	791	-4.7%	Shares	Sole	2026-05-06
2025-12-31	$473,830	830	+1.0%	Shares	Sole	2026-02-11
2025-09-30	$467,561	822	-4.3%	Shares	Sole	2025-11-10
2025-06-30	$482,706	859	-1.8%	Shares	Sole	2025-08-11
2025-03-31	$479,605	875	-2.9%	Shares	Sole	2025-05-07
2024-12-31	$474,439	901	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.