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Alta Wealth Advisors LLC: ITOT position timeline

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

Alta Wealth Advisors LLC held 25,119 ITOT 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 25,119 shares
    Change vs previous 13F -1,880 shares

    1.12% of the 13F portfolio, value $4,126,289.

    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 26,999 shares
    Change vs previous 13F -34 shares

    1.25% of the 13F portfolio, value $3,845,477.

    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 27,033 shares
    Change vs previous 13F +1,728 shares

    1.34% of the 13F portfolio, value $4,019,606.

    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 25,305 shares
    Change vs previous 13F +2,710 shares

    1.32% of the 13F portfolio, value $3,685,623.

    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 22,595 shares
    Change vs previous 13F +5,108 shares

    1.44% of the 13F portfolio, value $3,051,214.

    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 17,487 shares
    Change vs previous 13F +88 shares

    0.98% of the 13F portfolio, value $2,133,623.

    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 17,399 shares
    Change vs previous 13F +301 shares

    0.98% of the 13F portfolio, value $2,237,825.

    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 17,098 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,147,853.

    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).