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Altura Wealth Advisors Inc.: EDIV position timeline

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

Altura Wealth Advisors Inc. held 34,798 EDIV 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 34,798 shares
    Change vs previous 13F +163 shares

    0.48% of the 13F portfolio, value $1,425,254.

    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 34,635 shares
    Change vs previous 13F -24,697 shares

    0.6% of the 13F portfolio, value $1,367,403.

    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 59,332 shares
    Change vs previous 13F +5,935 shares

    1% of the 13F portfolio, value $2,322,840.

    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 53,397 shares
    Change vs previous 13F +9,799 shares

    0.99% of the 13F portfolio, value $2,074,492.

    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 43,598 shares
    Change vs previous 13F -323 shares

    0.93% of the 13F portfolio, value $1,661,963.

    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 43,921 shares
    Change vs previous 13F +11,731 shares

    1.04% of the 13F portfolio, value $1,567,977.

    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 32,190 shares
    Change vs previous 13F -2,246 shares

    0.84% of the 13F portfolio, value $1,135,503.

    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 34,436 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,297,204.

    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).