Alta Wealth Advisors LLC

Position in SPG — Simon Property Group Inc.

CIK 1843826 Woburn, MA

Position in SPG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$320,490

+$41,255 QoQ

Shares Held

1,433

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#922

of 1,358 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Alta Wealth Advisors LLC holds $320,490 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	1,433	$320,490

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,490	1,433	-4.3%	Shares	Sole	2026-07-30
2026-03-31	$279,235	1,497	+2.2%	Shares	Sole	2026-05-05
2025-12-31	$271,186	1,465	+0.3%	Shares	Sole	2026-02-03
2025-09-30	$274,185	1,461	0.0%	Shares	Sole	2025-11-03
2025-06-30	$234,870	1,461	-64.7%	Shares	Sole	2025-07-22
2025-03-31	$687,405	4,139	-3.6%	Shares	Sole	2025-04-24
2024-12-31	$739,469	4,294	-0.2%	Shares	Sole	2025-01-23
2024-09-30	$727,462	4,304	+4.8%	Shares	Sole	2024-10-18
2024-06-30	$623,290	4,106	-0.5%	Shares	Sole	2024-07-24
2024-03-31	$645,677	4,126	-2.5%	Shares	Sole	2024-05-01
2023-12-31	$603,795	4,233	0.0%	Shares	Sole	2024-02-12
2023-09-30	$457,290	4,233	-15.1%	Shares	Sole	2023-10-19
2023-06-30	$575,436	4,983	+7.2%	Shares	Sole	2023-07-17
2023-03-31	$520,660	4,650	-0.6%	Shares	Sole	2023-04-21
2022-12-31	$549,806	4,680	-0.6%	Shares	Sole	2023-01-20
2022-09-30	$422,453	4,707	+16.3%	Shares	Sole	2022-10-17
2022-06-30	$384,236	4,048	-18.9%	Shares	Sole	2022-07-28
2022-03-31	$656,615	4,991	+62.1%	Shares	Sole	2022-04-27
2021-12-31	$491,931	3,079	+13.9%	Shares	Sole	2022-02-14
2021-09-30	$351,438	2,704	+10.2%	Shares	Sole	2021-10-13
2021-06-30	$320,197	2,454	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.