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Disclosery

WEALTH ALLIANCE, LLC: BLW position timeline

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

WEALTH ALLIANCE, LLC held 54,647 BLW 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 54,647 shares
    Change vs previous 13F +739 shares

    0.06% of the 13F portfolio, value $682,546.

    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 53,908 shares
    Change vs previous 13F +2,050 shares

    0.07% of the 13F portfolio, value $678,696.

    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 51,858 shares
    Change vs previous 13F -3,624 shares

    0.07% of the 13F portfolio, value $712,534.

    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 55,482 shares
    Change vs previous 13F -219 shares

    0.08% of the 13F portfolio, value $776,746.

    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 55,701 shares
    Change vs previous 13F +1,089 shares

    0.09% of the 13F portfolio, value $789,844.

    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 54,612 shares
    Change vs previous 13F -3,036 shares

    0.09% of the 13F portfolio, value $772,217.

    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 57,648 shares
    Change vs previous 13F -2,020 shares

    0.1% of the 13F portfolio, value $814,563.

    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 59,668 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $863,999.

    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).