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Alta Wealth Advisors LLC: SPTM position timeline

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

Alta Wealth Advisors LLC held 20,475 SPTM 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 20,475 shares
    Change vs previous 13F +29 shares

    0.5% of the 13F portfolio, value $1,858,899.

    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 20,446 shares
    Change vs previous 13F +361 shares

    0.52% of the 13F portfolio, value $1,616,469.

    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 20,085 shares
    Change vs previous 13F +29 shares

    0.55% of the 13F portfolio, value $1,657,025.

    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 20,056 shares
    Change vs previous 13F -11 shares

    0.58% of the 13F portfolio, value $1,617,519.

    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 20,067 shares
    Change vs previous 13F -52 shares

    0.71% of the 13F portfolio, value $1,502,797.

    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 20,119 shares
    Change vs previous 13F +54 shares

    0.63% of the 13F portfolio, value $1,368,307.

    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 20,065 shares
    Change vs previous 13F +893 shares

    0.63% of the 13F portfolio, value $1,433,223.

    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 19,172 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,343,199.

    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).