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Alta Wealth Advisors LLC: SPYG position timeline

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

Alta Wealth Advisors LLC held 350,980 SPYG 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 350,980 shares
    Change vs previous 13F +1,372 shares

    11.32% of the 13F portfolio, value $41,763,137.

    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 349,608 shares
    Change vs previous 13F +24,770 shares

    11.12% of the 13F portfolio, value $34,230,117.

    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 324,838 shares
    Change vs previous 13F +3,095 shares

    11.59% of the 13F portfolio, value $34,660,189.

    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 321,743 shares
    Change vs previous 13F +29,634 shares

    12.05% of the 13F portfolio, value $33,625,369.

    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 292,109 shares
    Change vs previous 13F +406 shares

    13.14% of the 13F portfolio, value $27,843,855.

    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 291,703 shares
    Change vs previous 13F +6,807 shares

    10.76% of the 13F portfolio, value $23,444,133.

    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 284,896 shares
    Change vs previous 13F +4,391 shares

    10.96% of the 13F portfolio, value $25,042,360.

    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 280,505 shares
    Change vs previous 13F not available

    10.63% of the 13F portfolio, value $23,265,059.

    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).