Alta Wealth Advisors LLC: APP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alta Wealth Advisors LLC on APP, newest first. How the timeline and the estimate are built.
Alta Wealth Advisors LLC held 3,929 APP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 3,929 sharesChange vs previous 13F -33 shares
0.55% of the 13F portfolio, value $2,024,337.
13F-HR 0002085853-26-000910 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,962 sharesChange vs previous 13F +37 shares
0.51% of the 13F portfolio, value $1,576,876.
13F-HR 0002085853-26-000558 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,925 sharesChange vs previous 13F +24 shares
0.88% of the 13F portfolio, value $2,644,743.
13F-HR 0002085853-26-000178 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,901 sharesChange vs previous 13F +3,901 shares
1% of the 13F portfolio, value $2,803,025.
13F-HR 0002085853-25-000217 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -1,826 shares
13F-HR 0001667731-25-000913 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,826 sharesChange vs previous 13F +3 shares
0.22% of the 13F portfolio, value $483,836.
13F-HR 0001667731-25-000508 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,823 sharesChange vs previous 13F +276 shares
0.26% of the 13F portfolio, value $590,342.
13F-HR 0001667731-25-000110 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,547 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $201,962.
13F-HR 0001843826-24-000004 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).