WEALTH ALLIANCE, LLC: AWI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on AWI, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 2,024 AWI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,024 sharesChange vs previous 13F +34 shares
0.03% of the 13F portfolio, value $324,620.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,990 sharesChange vs previous 13F -442 shares
0.03% of the 13F portfolio, value $327,876.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,432 sharesChange vs previous 13F +91 shares
0.05% of the 13F portfolio, value $464,663.
13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,341 sharesChange vs previous 13F +2 shares
0.05% of the 13F portfolio, value $458,955.
13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,339 sharesChange vs previous 13F +56 shares
0.04% of the 13F portfolio, value $380,023.
13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,283 sharesChange vs previous 13F -52 shares
0.04% of the 13F portfolio, value $321,691.
13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,335 sharesChange vs previous 13F -74 shares
0.04% of the 13F portfolio, value $329,961.
13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,409 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $316,563.
13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).