Skip to content
Disclosery

Alta Wealth Advisors LLC: EFV position timeline

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

Alta Wealth Advisors LLC held 24,510 EFV 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 24,510 shares
    Change vs previous 13F +2,464 shares

    0.51% of the 13F portfolio, value $1,876,244.

    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 22,046 shares
    Change vs previous 13F +11,690 shares

    0.53% of the 13F portfolio, value $1,639,129.

    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 10,356 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $739,527.

    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).