Position in SOPH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,130,853
+$1,155,511 QoQ
Shares Held
1,409,160
0.0% QoQ
Ownership
1.66%
of shares outstanding
% of Portfolio
4.97%
of 13F equity value
Holder Rank
#11
of 71 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOPH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Alta Wealth Advisors LLC holds $8,130,853 across 1 Health Information Services name. SOPH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOPH |
SOPHiA GENETICS SA
This page
|
1,409,160 | $8,130,853 |
All Filings in SOPH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,130,853 | 1,409,160 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,975,342 | 1,409,160 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,580,777 | 1,409,160 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,707,601 | 1,409,160 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $4,678,411 | 1,409,160 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,326,121 | 1,409,160 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,143,434 | 1,409,160 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,453,952 | 1,409,160 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,947,158 | 1,409,160 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,637,143 | 1,409,160 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,586,312 | 1,409,160 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,313,036 | 1,409,160 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,003,525 | 1,409,160 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,902,869 | 1,409,160 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,706,090 | 1,409,160 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,101,159 | 1,409,160 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||