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Disclosery

Wealth Alliance Advisory Group, LLC: CWI position timeline

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

Wealth Alliance Advisory Group, LLC held 10,375 CWI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,375 shares
    Change vs previous 13F -36,985 shares

    0.06% of the 13F portfolio, value $421,951.

    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).

  2. period ended2026-03-31
    13F 47,360 shares
    Change vs previous 13F -440,688 shares

    0.27% of the 13F portfolio, value $1,732,902.

    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).

  3. period ended2025-12-31
    13F 488,048 shares
    Change vs previous 13F +8,472 shares

    3% of the 13F portfolio, value $17,530,679.

    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).

  4. period ended2025-09-30
    13F 479,576 shares
    Change vs previous 13F +4,135 shares

    3.02% of the 13F portfolio, value $16,746,806.

    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).

  5. period ended2025-06-30
    13F 475,441 shares
    Change vs previous 13F +12,277 shares

    2.96% of the 13F portfolio, value $15,527,914.

    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).

  6. period ended2025-03-31
    13F 463,164 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $13,700,391.

    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).