Skip to content
Disclosery

Wealth Alliance Advisory Group, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Alliance Advisory Group, LLC on AGG, newest first. How the timeline and the estimate are built.

Wealth Alliance Advisory Group, LLC held 24,085 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,085 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $2,277,019.

    13F-HR 0002085853-26-001174 filed by Wealth Alliance Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,085 shares
    Change vs previous 13F -397 shares

    0.34% of the 13F portfolio, value $2,383,957.

    13F-HR 0002085853-26-000811 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 24,482 shares
    Change vs previous 13F +5,332 shares

    0.38% of the 13F portfolio, value $2,430,352.

    13F-HR 0002085853-26-000315 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 19,150 shares
    Change vs previous 13F +2,502 shares

    0.33% of the 13F portfolio, value $1,912,726.

    13F-HR 0002085853-26-000144 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 16,648 shares
    Change vs previous 13F +1,819 shares

    0.3% of the 13F portfolio, value $1,668,986.

    13F-HR 0002085853-25-000079 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 14,829 shares
    Change vs previous 13F -183 shares

    0.28% of the 13F portfolio, value $1,471,037.

    13F-HR 0001667731-25-000738 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 15,012 shares
    Change vs previous 13F +271 shares

    0.31% of the 13F portfolio, value $1,484,987.

    13F-HR 0001667731-25-000394 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 14,741 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,428,435.

    13F-HR 0001667731-25-000036 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).