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Disclosery

WEALTH ALLIANCE, LLC: BIZD position timeline

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

WEALTH ALLIANCE, LLC held 133,174 BIZD 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 133,174 shares
    Change vs previous 13F +6,957 shares

    0.14% of the 13F portfolio, value $1,685,980.

    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 126,217 shares
    Change vs previous 13F +24,443 shares

    0.16% of the 13F portfolio, value $1,615,572.

    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 101,774 shares
    Change vs previous 13F +4,723 shares

    0.14% of the 13F portfolio, value $1,443,150.

    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 97,051 shares
    Change vs previous 13F +55,360 shares

    0.15% of the 13F portfolio, value $1,449,938.

    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 41,691 shares
    Change vs previous 13F +1,752 shares

    0.08% of the 13F portfolio, value $678,722.

    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 39,939 shares
    Change vs previous 13F -3,517 shares

    0.08% of the 13F portfolio, value $669,376.

    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 43,456 shares
    Change vs previous 13F -1,114 shares

    0.09% of the 13F portfolio, value $722,671.

    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 44,570 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $738,083.

    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).