Skip to content
Disclosery

Alta Wealth Advisors LLC: QUAL position timeline

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

Alta Wealth Advisors LLC held 15,586 QUAL 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 15,586 shares
    Change vs previous 13F +535 shares

    0.93% of the 13F portfolio, value $3,420,051.

    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 15,051 shares
    Change vs previous 13F +2,649 shares

    0.94% of the 13F portfolio, value $2,886,991.

    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 12,402 shares
    Change vs previous 13F +2,292 shares

    0.82% of the 13F portfolio, value $2,463,309.

    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 10,110 shares
    Change vs previous 13F +23 shares

    0.7% of the 13F portfolio, value $1,966,309.

    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 10,087 shares
    Change vs previous 13F -289 shares

    0.87% of the 13F portfolio, value $1,844,140.

    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 10,376 shares
    Change vs previous 13F +53 shares

    0.81% of the 13F portfolio, value $1,773,197.

    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 10,323 shares
    Change vs previous 13F +847 shares

    0.8% of the 13F portfolio, value $1,838,346.

    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 9,476 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,699,076.

    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).