Alta Wealth Advisors LLC: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alta Wealth Advisors LLC on PLTR, newest first. How the timeline and the estimate are built.
Alta Wealth Advisors LLC held 2,579 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 2,579 sharesChange vs previous 13F +41 shares
0.08% of the 13F portfolio, value $300,893.
13F-HR 0002085853-26-000910 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,538 sharesChange vs previous 13F +880 shares
0.12% of the 13F portfolio, value $371,259.
13F-HR 0002085853-26-000558 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,658 sharesChange vs previous 13F +172 shares
0.1% of the 13F portfolio, value $294,710.
13F-HR 0002085853-26-000178 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,486 sharesChange vs previous 13F +1,486 shares
0.1% of the 13F portfolio, value $271,076.
13F-HR 0002085853-25-000217 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,426 shares
13F-HR 0001667731-25-000913 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,426 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $204,754.
13F-HR 0001667731-25-000508 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).