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Alta Wealth Advisors LLC: SPMD position timeline

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

Alta Wealth Advisors LLC held 294,514 SPMD 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 294,514 shares
    Change vs previous 13F -136 shares

    5.39% of the 13F portfolio, value $19,897,312.

    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 294,650 shares
    Change vs previous 13F +20,140 shares

    5.67% of the 13F portfolio, value $17,449,138.

    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 274,510 shares
    Change vs previous 13F +13,524 shares

    5.31% of the 13F portfolio, value $15,896,849.

    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 260,986 shares
    Change vs previous 13F +29,262 shares

    5.35% of the 13F portfolio, value $14,925,787.

    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 231,724 shares
    Change vs previous 13F +14,483 shares

    5.95% of the 13F portfolio, value $12,601,178.

    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 217,241 shares
    Change vs previous 13F +5,527 shares

    5.1% of the 13F portfolio, value $11,118,384.

    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 211,714 shares
    Change vs previous 13F +9,843 shares

    5.07% of the 13F portfolio, value $11,578,632.

    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 201,871 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $11,038,313.

    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).