Altus Wealth Group LLC TY — TRI CONTL CORP

Ownership history in Altus Wealth Group LLC  ·  22 quarters on record

AI Ownership Summary

Altus Wealth Group LLC reported TRI CONTL CORP (TY) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q2. The latest visible filing shows TY at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altus Wealth Group LLC's position in TRI CONTL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TY was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TY stock page Altus Wealth Group LLC fund profile Altus Wealth Group LLC full holdings
How Altus Wealth Group LLC held TY — position size vs. price
% of Fund (quarterly)    TY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 29,614 -568 -1.9% 0.38% $936K 2026-04-27 $34.03
2025 Q4 REDUCED — — — 30,182 -669 -2.2% 0.39% $986K 2026-02-13 $32.87
2025 Q3 UNCHANGED — — — 30,851 — 0% 0.43% $1.0M 2025-10-21 $33.44
2025 Q2 REDUCED 5.6% +8.0% ❌ 30,851 -1,825 -5.6% 0.43% $977K 2025-07-29 $31.91
2025 Q1 REDUCED 6.1% +4.2% ❌ 32,676 -2,126 -6.1% 0.47% $1.0M 2025-04-25 $28.49
2024 Q4 REDUCED — — — 34,802 -440 -1.2% 0.49% $1.1M 2025-02-10 $31.02
2024 Q3 REDUCED — — — 35,242 -782 -2.2% 0.50% $1.2M 2024-10-22 $31.73
2024 Q2 ADDED — — — 36,024 +2,825 +8.5% 0.56% $1.1M 2024-08-05 $28.11
2024 Q1 ADDED — — — 33,199 +7,025 +26.8% 0.51% $1.0M 2024-05-02 $27.39
2023 Q4 ADDED — — — 26,174 +16 +0.1% 0.42% $755K 2024-01-29 $26.82
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TY

As of 2026 Q1 — sorted by position size

Uncommon Cents Investing LLC 3Y 7Y 1.17% Platform Technology Partners 3Y 0.41% Unify Financial Advisors 0.28% Successful Portfolios LLC 3Y 7Y 0.26% WHITENER CAPITAL MANAGEMENT, INC. 3Y 7Y 0.24% Stolper Co 3Y 0.24% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 0.23% American Institute for Advanced Investment Management, LLP 3Y 0.21% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 0.13% CORA CAPITAL ADVISORS LLC 3Y 0.13%

FAQ About Altus Wealth Group LLC and TY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altus Wealth Group LLC reported owning TY?

Altus Wealth Group LLC reported TY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TY position in Altus Wealth Group LLC's portfolio?

The largest reported portfolio weight for TY was 0.56% in 2024 Q2.

What is the latest reported TY position on this page?

The most recent filing on this page is 2026 Q1, when Altus Wealth Group LLC reported 29,614 shares, equal to 0.38% of portfolio, with an estimated market value of $936K.

What does the chart on this TY ownership page compare?

The chart compares Altus Wealth Group LLC's quarterly TY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Altus Wealth Group LLC time their TY position?

Based on 13F filing dates vs. subsequent TY price moves, Altus Wealth Group LLC correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on TY relative to SPY over the holding period was -7.0%.

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