Skip to content
Disclosery

WEALTH ALLIANCE, LLC: ASX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on ASX, newest first. How the timeline and the estimate are built.

WEALTH ALLIANCE, LLC held 16,394 ASX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,394 shares
    Change vs previous 13F -932 shares

    0.06% of the 13F portfolio, value $739,687.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 17,326 shares
    Change vs previous 13F -7,647 shares

    0.04% of the 13F portfolio, value $375,626.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 24,973 shares
    Change vs previous 13F -2,735 shares

    0.04% of the 13F portfolio, value $402,073.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 27,708 shares
    Change vs previous 13F -119 shares

    0.03% of the 13F portfolio, value $307,284.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 27,827 shares
    Change vs previous 13F +432 shares

    0.03% of the 13F portfolio, value $287,449.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 27,395 shares
    Change vs previous 13F +2,954 shares

    0.03% of the 13F portfolio, value $239,977.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 24,441 shares
    Change vs previous 13F +505 shares

    0.03% of the 13F portfolio, value $246,117.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 23,936 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $233,612.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).