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Affirm Hldgs shares owned by Alta Wealth Advisors

Quarter-by-quarter ownership of Affirm Hldgs (AFRM) shares owned by Alta Wealth Advisors from 13F filings

Historical chart of Alta Wealth Advisors investment in Affirm Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Affirm Hldgs held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affirm Hldgs by Alta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 14k 73.08

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Spdr Series Trust Portfolio S&p400 (SPMD)
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Apple (AAPL)
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Sophia Genetics Sa Ordinary Shares (SOPH)
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Microsoft Corporation (MSFT)
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Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)

View all positions for Alta Wealth Advisors

Top funds holding Affirm Hldgs

Vanguard Group
Capital Research Global Investors
Morgan Stanley
Capital World Investors
BlackRock
Susquehanna International
FMR
Citadel Advisors
Durable Capital Partners
Baillie Gifford & Co
State Street Corporation
Geode Capital Management
Jane Street
Marshall Wace
Invesco

View all funds holding Affirm Hldgs