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Disclosery

WEALTH ALLIANCE, LLC: BAI position timeline

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

WEALTH ALLIANCE, LLC held 308,224 BAI 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 308,224 shares
    Change vs previous 13F -22,693 shares

    1.36% of the 13F portfolio, value $16,249,556.

    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 330,917 shares
    Change vs previous 13F +51,814 shares

    1.08% of the 13F portfolio, value $10,903,715.

    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 279,103 shares
    Change vs previous 13F +39,787 shares

    0.91% of the 13F portfolio, value $9,294,118.

    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 239,316 shares
    Change vs previous 13F +118,517 shares

    0.84% of the 13F portfolio, value $8,175,050.

    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 120,799 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,485,064.

    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).