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Wealth Alliance Advisory Group, LLC: MUNI position timeline

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

Wealth Alliance Advisory Group, LLC held 309,065 MUNI 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 309,065 shares
    Change vs previous 13F +8,607 shares

    2.35% of the 13F portfolio, value $16,256,800.

    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 300,458 shares
    Change vs previous 13F +110,003 shares

    2.48% of the 13F portfolio, value $15,680,882.

    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 190,455 shares
    Change vs previous 13F -740 shares

    1.71% of the 13F portfolio, value $9,981,726.

    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 191,195 shares
    Change vs previous 13F -4,587 shares

    1.8% of the 13F portfolio, value $9,995,648.

    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 195,782 shares
    Change vs previous 13F -829 shares

    1.91% of the 13F portfolio, value $10,055,364.

    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 196,611 shares
    Change vs previous 13F +19,989 shares

    2.1% of the 13F portfolio, value $10,135,297.

    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 176,622 shares
    Change vs previous 13F +6,266 shares

    1.93% of the 13F portfolio, value $9,136,656.

    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 170,356 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $9,025,461.

    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).