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Alta Wealth Advisors LLC: SPYV position timeline

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

Alta Wealth Advisors LLC held 656,065 SPYV 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 656,065 shares
    Change vs previous 13F +14,363 shares

    10.81% of the 13F portfolio, value $39,882,198.

    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 641,702 shares
    Change vs previous 13F +46,912 shares

    11.79% of the 13F portfolio, value $36,307,485.

    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 594,790 shares
    Change vs previous 13F +35,144 shares

    11.3% of the 13F portfolio, value $33,790,008.

    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 559,646 shares
    Change vs previous 13F +65,318 shares

    11.1% of the 13F portfolio, value $30,965,224.

    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 494,328 shares
    Change vs previous 13F +26,529 shares

    12.21% of the 13F portfolio, value $25,873,124.

    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 467,799 shares
    Change vs previous 13F +15,539 shares

    10.97% of the 13F portfolio, value $23,890,498.

    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 452,260 shares
    Change vs previous 13F +16,862 shares

    10.12% of the 13F portfolio, value $23,128,589.

    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 435,398 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $23,015,149.

    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).