Skip to content
Disclosery

Alta Wealth Advisors LLC: GLD position timeline

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

Alta Wealth Advisors LLC held 3,450 GLD 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 3,450 shares
    Change vs previous 13F -38 shares

    0.34% of the 13F portfolio, value $1,270,913.

    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 3,488 shares
    Change vs previous 13F +25 shares

    0.49% of the 13F portfolio, value $1,500,853.

    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 3,463 shares
    Change vs previous 13F -595 shares

    0.46% of the 13F portfolio, value $1,372,422.

    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 4,058 shares
    Change vs previous 13F -193 shares

    0.52% of the 13F portfolio, value $1,442,497.

    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 4,251 shares
    Change vs previous 13F +397 shares

    0.61% of the 13F portfolio, value $1,295,834.

    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 3,854 shares
    Change vs previous 13F +724 shares

    0.51% of the 13F portfolio, value $1,110,494.

    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 3,130 shares
    Change vs previous 13F -20 shares

    0.33% of the 13F portfolio, value $757,870.

    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 3,150 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $765,640.

    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).