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Alta Wealth Advisors LLC: VUG position timeline

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

Alta Wealth Advisors LLC held 26,676 VUG 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 26,676 shares
    Change vs previous 13F +22,201 shares

    0.62% of the 13F portfolio, value $2,297,847.

    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 4,475 shares
    Change vs previous 13F +257 shares

    0.63% of the 13F portfolio, value $1,954,800.

    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 4,218 shares
    Change vs previous 13F -79 shares

    0.69% of the 13F portfolio, value $2,057,948.

    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 4,297 shares
    Change vs previous 13F -23 shares

    0.74% of the 13F portfolio, value $2,060,926.

    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 4,320 shares
    Change vs previous 13F +221 shares

    0.89% of the 13F portfolio, value $1,893,668.

    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 4,099 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,519,806.

    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 4,099 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,682,190.

    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 4,099 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,573,537.

    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).