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Wealth Alliance Advisory Group, LLC: ITOT position timeline

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

Wealth Alliance Advisory Group, LLC held 3,454 ITOT 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 3,454 shares
    Change vs previous 13F -1,286 shares

    0.08% of the 13F portfolio, value $574,300.

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

  2. period ended2026-06-30
    13F 4,740 shares
    Change vs previous 13F +1,315 shares

    0.11% of the 13F portfolio, value $778,664.

    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 3,425 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $487,844.

    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 3,425 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $509,286.

    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 3,425 shares
    Change vs previous 13F -868 shares

    0.09% of the 13F portfolio, value $498,873.

    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 4,293 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $579,747.

    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 4,293 shares
    Change vs previous 13F +1,799 shares

    0.11% of the 13F portfolio, value $523,807.

    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 2,494 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $320,797.

    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).