Alta Wealth Advisors LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alta Wealth Advisors LLC on V, newest first. How the timeline and the estimate are built.
Alta Wealth Advisors LLC held 3,293 V shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 3,293 sharesChange vs previous 13F -75 shares
0.31% of the 13F portfolio, value $1,129,634.
13F-HR 0002085853-26-000910 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,368 sharesChange vs previous 13F -279 shares
0.33% of the 13F portfolio, value $1,017,793.
13F-HR 0002085853-26-000558 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,647 sharesChange vs previous 13F +42 shares
0.43% of the 13F portfolio, value $1,278,874.
13F-HR 0002085853-26-000178 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,605 sharesChange vs previous 13F -246 shares
0.44% of the 13F portfolio, value $1,230,752.
13F-HR 0002085853-25-000217 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,851 sharesChange vs previous 13F +5 shares
0.65% of the 13F portfolio, value $1,367,350.
13F-HR 0001667731-25-000913 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,846 sharesChange vs previous 13F +9 shares
0.62% of the 13F portfolio, value $1,347,901.
13F-HR 0001667731-25-000508 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,837 sharesChange vs previous 13F +264 shares
0.53% of the 13F portfolio, value $1,212,646.
13F-HR 0001667731-25-000110 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,573 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $982,399.
13F-HR 0001843826-24-000004 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).