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Wealth Alliance Advisory Group, LLC: SPTM position timeline

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

Wealth Alliance Advisory Group, LLC held 83,440 SPTM 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 83,440 shares
    Change vs previous 13F -1,672 shares

    1.1% of the 13F portfolio, value $7,575,509.

    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 85,112 shares
    Change vs previous 13F -15,240 shares

    1.07% of the 13F portfolio, value $6,728,934.

    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 100,352 shares
    Change vs previous 13F +2,504 shares

    1.42% of the 13F portfolio, value $8,279,048.

    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 97,848 shares
    Change vs previous 13F +1,321 shares

    1.42% of the 13F portfolio, value $7,891,451.

    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 96,527 shares
    Change vs previous 13F +4,390 shares

    1.38% of the 13F portfolio, value $7,228,898.

    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 92,137 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $6,266,235.

    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).