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WEALTH ALLIANCE, LLC: BNDX position timeline

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

WEALTH ALLIANCE, LLC held 83,128 BNDX 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 83,128 shares
    Change vs previous 13F +16,062 shares

    0.34% of the 13F portfolio, value $4,025,907.

    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 67,066 shares
    Change vs previous 13F +20,555 shares

    0.32% of the 13F portfolio, value $3,222,523.

    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 46,511 shares
    Change vs previous 13F +13,036 shares

    0.22% of the 13F portfolio, value $2,247,433.

    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 33,475 shares
    Change vs previous 13F +4,324 shares

    0.17% of the 13F portfolio, value $1,655,668.

    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 29,151 shares
    Change vs previous 13F +897 shares

    0.16% of the 13F portfolio, value $1,443,242.

    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 28,254 shares
    Change vs previous 13F -4,639 shares

    0.17% of the 13F portfolio, value $1,379,354.

    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 32,893 shares
    Change vs previous 13F +1,992 shares

    0.19% of the 13F portfolio, value $1,613,393.

    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 30,901 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,553,709.

    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).