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Alta Wealth Advisors LLC: DTD position timeline

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

Alta Wealth Advisors LLC held 6,497 DTD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,497 shares
    Change vs previous 13F -281 shares

    0.16% of the 13F portfolio, value $605,834.

    13F-HR 0002085853-26-000910 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).

  2. period ended2026-03-31
    13F 6,778 shares
    Change vs previous 13F -57 shares

    0.19% of the 13F portfolio, value $585,319.

    13F-HR 0002085853-26-000558 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 ended2025-12-31
    13F 6,835 shares
    Change vs previous 13F +13 shares

    0.19% of the 13F portfolio, value $580,151.

    13F-HR 0002085853-26-000178 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 ended2025-09-30
    13F 6,822 shares
    Change vs previous 13F -105 shares

    0.21% of the 13F portfolio, value $573,080.

    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).

  5. period ended2025-06-30
    13F 6,927 shares
    Change vs previous 13F -104 shares

    0.26% of the 13F portfolio, value $550,828.

    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).

  6. period ended2025-03-31
    13F 7,031 shares
    Change vs previous 13F -227 shares

    0.25% of the 13F portfolio, value $541,059.

    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).

  7. period ended2024-12-31
    13F 7,258 shares
    Change vs previous 13F -40 shares

    0.24% of the 13F portfolio, value $550,623.

    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).

  8. period ended2024-09-30
    13F 7,298 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $559,600.

    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).