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Alta Wealth Advisors LLC: SPSM position timeline

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

Alta Wealth Advisors LLC held 56,652 SPSM 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 56,652 shares
    Change vs previous 13F +1,741 shares

    0.89% of the 13F portfolio, value $3,267,101.

    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 54,911 shares
    Change vs previous 13F +6,779 shares

    0.86% of the 13F portfolio, value $2,653,277.

    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 48,132 shares
    Change vs previous 13F +148 shares

    0.75% of the 13F portfolio, value $2,255,490.

    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 47,984 shares
    Change vs previous 13F +5,995 shares

    0.8% of the 13F portfolio, value $2,222,622.

    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 41,989 shares
    Change vs previous 13F +1,104 shares

    0.84% of the 13F portfolio, value $1,788,749.

    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 40,885 shares
    Change vs previous 13F -509 shares

    0.77% of the 13F portfolio, value $1,666,488.

    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 41,394 shares
    Change vs previous 13F +4,176 shares

    0.81% of the 13F portfolio, value $1,859,422.

    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 37,218 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,693,812.

    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).