Skip to content
Disclosery

Wealth Alliance Advisory Group, LLC: JPM position timeline

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

Wealth Alliance Advisory Group, LLC held 18,144 JPM 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 18,144 shares
    Change vs previous 13F +3,573 shares

    0.86% of the 13F portfolio, value $5,939,034.

    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 14,571 shares
    Change vs previous 13F +260 shares

    0.68% of the 13F portfolio, value $4,286,107.

    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 14,311 shares
    Change vs previous 13F +756 shares

    0.79% of the 13F portfolio, value $4,611,217.

    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 13,555 shares
    Change vs previous 13F +225 shares

    0.77% of the 13F portfolio, value $4,275,649.

    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 13,330 shares
    Change vs previous 13F +175 shares

    0.74% of the 13F portfolio, value $3,864,503.

    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 13,155 shares
    Change vs previous 13F -242 shares

    0.67% of the 13F portfolio, value $3,226,879.

    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).

  7. period ended2024-12-31
    13F 13,397 shares
    Change vs previous 13F -139 shares

    0.68% of the 13F portfolio, value $3,211,413.

    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).

  8. period ended2024-09-30
    13F 13,536 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,854,234.

    13F-HR 0001735734-24-000004 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).