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Wealth Alliance Advisory Group, LLC: FBND position timeline

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

Wealth Alliance Advisory Group, LLC held 671,936 FBND 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 671,936 shares
    Change vs previous 13F -2,205 shares

    4.09% of the 13F portfolio, value $29,094,823.

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

  2. period ended2026-06-30
    13F 674,141 shares
    Change vs previous 13F -12,887 shares

    4.44% of the 13F portfolio, value $30,666,692.

    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 687,028 shares
    Change vs previous 13F -71,423 shares

    4.96% of the 13F portfolio, value $31,342,208.

    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 758,451 shares
    Change vs previous 13F +60,569 shares

    5.98% of the 13F portfolio, value $34,919,078.

    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 697,882 shares
    Change vs previous 13F +9,918 shares

    5.82% of the 13F portfolio, value $32,270,056.

    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 687,964 shares
    Change vs previous 13F -905 shares

    5.99% of the 13F portfolio, value $31,474,366.

    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 688,869 shares
    Change vs previous 13F +110,633 shares

    6.52% of the 13F portfolio, value $31,446,883.

    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 578,236 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $25,945,457.

    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).