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Alta Wealth Advisors LLCMomentumConcentrated trader

CIK: 0001843826 | Woburn, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR170$368.9M2026-07-30SEC ↗
Q1 2026
13F-HR161$308.0M2026-05-05SEC ↗
Q4 2025
13F-HR166$299.3M2026-02-03SEC ↗
Q3 2025
13F-HR157$279.2M2025-11-03SEC ↗
Q2 2025
13F-HR118$211.9M2025-07-22SEC ↗
Q1 2025
13F-HR141$217.8M2025-04-24SEC ↗
Q4 2024
13F-HR132$228.5M2025-01-23SEC ↗
Q3 2024
13F-HR133$218.8M2024-10-18SEC ↗
Q2 2024
13F-HR120$200.4M2024-07-24SEC ↗
Q1 2024
13F-HR128$196.8M2024-05-01SEC ↗
Q4 2023
13F-HR126$179.3M2024-02-12SEC ↗
Q3 2023
13F-HR128$163.2M2023-10-19SEC ↗
Q2 2023
13F-HR133$170.3M2023-07-17SEC ↗
Q1 2023
13F-HR136$158.5M2023-04-21SEC ↗
Q4 2022
13F-HR141$148.0M2023-01-20SEC ↗
Q3 2022
13F-HR136$8.8M2022-10-17SEC ↗
Q2 2022
13F-HR137$7.6M2022-07-28SEC ↗
Q1 2022
13F-HR144$7.3M2022-04-27SEC ↗
Q4 2021
13F-HR145$9.3M2022-02-14SEC ↗
Q3 2021
13F-HR142$9.4M2021-10-13SEC ↗
Q2 2021
13F-HR143$10.2M2021-08-02SEC ↗
Q1 2021
13F-HR131$9.4M2021-04-20SEC ↗
Q4 2020
13F-HR135$8.4M2021-02-08SEC ↗