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Disclosery

Alta Wealth Advisors LLC: SPMO position timeline

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

Alta Wealth Advisors LLC held 4,281 SPMO 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 4,281 shares
    Change vs previous 13F -251 shares

    0.19% of the 13F portfolio, value $691,598.

    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 4,532 shares
    Change vs previous 13F -716 shares

    0.16% of the 13F portfolio, value $508,039.

    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 5,248 shares
    Change vs previous 13F -147 shares

    0.21% of the 13F portfolio, value $626,147.

    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 5,395 shares
    Change vs previous 13F +5,395 shares

    0.23% of the 13F portfolio, value $653,125.

    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 0 shares
    Change vs previous 13F -5,772 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 5,772 shares
    Change vs previous 13F +402 shares

    0.25% of the 13F portfolio, value $534,102.

    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 5,370 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $510,171.

    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).