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Altura Wealth Advisors Inc.: DFAS position timeline

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

Altura Wealth Advisors Inc. held 54,590 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,590 shares
    Change vs previous 13F -178 shares

    1.52% of the 13F portfolio, value $4,494,977.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
    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 54,768 shares
    Change vs previous 13F -42,727 shares

    1.7% of the 13F portfolio, value $3,895,652.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
    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 97,495 shares
    Change vs previous 13F +8,718 shares

    2.92% of the 13F portfolio, value $6,792,452.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
    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 88,777 shares
    Change vs previous 13F +15,838 shares

    2.89% of the 13F portfolio, value $6,077,677.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
    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 72,939 shares
    Change vs previous 13F +37 shares

    2.6% of the 13F portfolio, value $4,646,926.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
    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 72,902 shares
    Change vs previous 13F +19,449 shares

    2.89% of the 13F portfolio, value $4,355,868.

    13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors Inc.
    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 53,453 shares
    Change vs previous 13F -5,722 shares

    2.57% of the 13F portfolio, value $3,478,721.

    13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
    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 59,175 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $3,838,090.

    13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).