Alta Wealth Advisors LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alta Wealth Advisors LLC on WMT, newest first. How the timeline and the estimate are built.
Alta Wealth Advisors LLC held 14,812 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 14,812 sharesChange vs previous 13F -495 shares
0.45% of the 13F portfolio, value $1,677,644.
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 15,307 sharesChange vs previous 13F +67 shares
0.62% of the 13F portfolio, value $1,902,350.
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 15,240 sharesChange vs previous 13F +596 shares
0.57% of the 13F portfolio, value $1,697,837.
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 14,644 sharesChange vs previous 13F -190 shares
0.54% of the 13F portfolio, value $1,509,214.
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 14,834 sharesChange vs previous 13F -16 shares
0.68% of the 13F portfolio, value $1,450,444.
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 14,850 sharesChange vs previous 13F +290 shares
0.6% of the 13F portfolio, value $1,303,671.
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 14,560 sharesChange vs previous 13F -42 shares
0.58% of the 13F portfolio, value $1,315,476.
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 14,602 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $1,179,099.
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).