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Wealth Alliance Advisory Group, LLC: PTY position timeline

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

Wealth Alliance Advisory Group, LLC held 18,205 PTY 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 18,205 shares
    Change vs previous 13F +358 shares

    0.03% of the 13F portfolio, value $219,006.

    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 17,847 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $215,235.

    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 17,847 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $230,226.

    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 17,847 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $257,711.

    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 17,847 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $248,252.

    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 17,847 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $258,068.

    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 17,847 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $256,461.

    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 17,847 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $256,818.

    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).