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Wealth Alliance Advisory Group, LLC: SCHD position timeline

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

Wealth Alliance Advisory Group, LLC held 11,571 SCHD 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 11,571 shares
    Change vs previous 13F +2,604 shares

    0.05% of the 13F portfolio, value $376,397.

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

  2. period ended2026-06-30
    13F 8,967 shares
    Change vs previous 13F +603 shares

    0.04% of the 13F portfolio, value $284,344.

    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 8,364 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $256,608.

    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 8,364 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $229,425.

    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 8,364 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $228,337.

    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 8,364 shares
    Change vs previous 13F -10,555 shares

    0.04% of the 13F portfolio, value $221,646.

    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 18,919 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $528,975.

    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 18,919 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $516,867.

    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).