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Disclosery

Alta Wealth Advisors LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alta Wealth Advisors LLC on CRM, newest first. How the timeline and the estimate are built.

Alta Wealth Advisors LLC held 0 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,999 shares

    13F-HR 0002085853-25-000217 filed by Alta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 4,999 shares
    Change vs previous 13F -62 shares

    0.64% of the 13F portfolio, value $1,363,181.

    13F-HR 0001667731-25-000913 filed by Alta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 5,061 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,358,170.

    13F-HR 0001667731-25-000508 filed by Alta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 5,061 shares
    Change vs previous 13F +5 shares

    0.74% of the 13F portfolio, value $1,692,048.

    13F-HR 0001667731-25-000110 filed by Alta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 5,056 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,383,877.

    13F-HR 0001843826-24-000004 filed by Alta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).