WEALTH ALLIANCE, LLC: BJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on BJ, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 3,647 BJ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,647 sharesChange vs previous 13F -620 shares
0.03% of the 13F portfolio, value $318,091.
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 4,267 sharesChange vs previous 13F -183 shares
0.04% of the 13F portfolio, value $419,934.
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 4,450 sharesChange vs previous 13F +203 shares
0.04% of the 13F portfolio, value $400,611.
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 4,247 sharesChange vs previous 13F -27 shares
0.04% of the 13F portfolio, value $396,009.
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 4,274 sharesChange vs previous 13F -2 shares
0.05% of the 13F portfolio, value $460,865.
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 4,276 sharesChange vs previous 13F -440 shares
0.06% of the 13F portfolio, value $487,892.
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 4,716 sharesChange vs previous 13F -346 shares
0.05% of the 13F portfolio, value $421,375.
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 5,062 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $417,514.
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).