Altura Wealth Advisors Inc.: MUNI position timeline

Altura Wealth Advisors Inc. held 156,043 MUNI 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 156,043 shares

   Change vs previous 13F -16,912 shares

   2.77% of the 13F portfolio, value $8,207,855.

   13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 172,955 shares

   Change vs previous 13F -10,014 shares

   3.94% of the 13F portfolio, value $9,026,513.

   13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 182,969 shares

   Change vs previous 13F -720 shares

   4.13% of the 13F portfolio, value $9,589,405.

   13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 183,689 shares

   Change vs previous 13F -16,532 shares

   4.57% of the 13F portfolio, value $9,603,275.

   13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 200,221 shares

   Change vs previous 13F not available

   5.75% of the 13F portfolio, value $10,283,351.

   13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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