Alta Equipment Group Inc.
DE ˙ DB ˙ US02128L1061
5,40 € ↑0,20 (3,85%)
2026-06-05
DEL PRIS
SecurityDE:4ZL / Alta Equipment Group Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership2,733 shares
Latest Disclosed Value $ 14,676
Advisor Group Holdings, Inc. reports 43.04% decrease in ownership of 4ZL / Alta Equipment Group Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 2,733 shares of Alta Equipment Group Inc. (DE:4ZL) valued at $12,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,798 shares of Alta Equipment Group Inc.. This represents a change in shares of -43.04% during the quarter. The current value of the position is $14,758 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 2,733 -2,065 -43.04 15 -36.36 0.0000
2026-02-17 2025-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 4,798 -957 -16.63 22 -50.00 0.0000
2025-11-14 2025-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 5,755 16 0.28 44 22.22 0.0001
2025-09-04 2025-06-30 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 5,739 1,086 23.34 36 71.43 0.0001
2025-08-13 2025-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 1,818 -2,835 12 0.0000
2025-05-12 2025-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 4,653 3,056 191.36 22 110.00 0.0000
2025-06-06 2024-12-31 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 1,597 340 27.05 10 25.00 0.0000
2025-02-07 2024-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 1,442 185 10 0.0000
2024-11-13 2024-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 1,257 -1 -0.08 8 -20.00 0.0000
2024-08-13 2024-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 1,258 858 214.50 10 100.00 0.0000
2024-05-10 2024-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 400 -450 -52.94 5 -50.00 0.0000
2024-02-12 2023-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 850 -2,075 -70.94 11 -71.43 0.0000
2023-11-13 2023-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 2,925 555 23.42 35 -14.63 0.0001
2023-08-21 2023-06-30 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 2,370 78 3.40 41 13.89 0.0001
2023-08-10 2023-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 2,370 78 41 0.0000
2023-05-12 2023-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 2,292 -5,840 -71.82 36 -66.36 0.0001
2023-02-10 2022-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 8,132 184 2.32 107 22.99 0.0002
2022-11-14 2022-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 7,948 -2,043 -20.45 87 -3.33 0.0002
2022-08-10 2022-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 9,991 2,882 40.54 90 2.27 0.0002
2022-05-04 2022-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 7,109 5,238 279.96 88 214.29 0.0002
2022-02-03 2021-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 1,871 -2,739 -59.41 28 -56.25 0.0001
2021-11-05 2021-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 4,610 -2,952 -39.04 64 -36.63 0.0001
2021-08-02 2021-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 7,562 3,857 104.10 101 110.42 0.0002
2021-05-13 2021-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 3,705 -1,751 -32.09 48 -11.11 0.0001
2021-02-10 2020-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 5,456 399 7.89 54 35.00 0.0001
2020-11-12 2020-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 5,057 100 2.02 40 2.56 0.0001
2020-08-14 2020-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 4,957 0 0.00 39 85.71 0.0001
2020-05-18 2020-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 4,957 4,957 21 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.