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Disclosery

Wealth Alliance Advisory Group, LLC: CRM position timeline

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

Wealth Alliance Advisory Group, LLC held 0 CRM shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,317 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,317 shares
    Change vs previous 13F -5,098 shares

    0.14% of the 13F portfolio, value $786,127.

    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).

  3. period ended2025-06-30
    13F 8,415 shares
    Change vs previous 13F +3,161 shares

    0.44% of the 13F portfolio, value $2,294,612.

    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).

  4. period ended2025-03-31
    13F 5,254 shares
    Change vs previous 13F +730 shares

    0.29% of the 13F portfolio, value $1,410,082.

    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).

  5. period ended2024-12-31
    13F 4,524 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,512,615.

    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).