Skip to content
Disclosery

WEALTH ALLIANCE, LLC: BOH position timeline

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

WEALTH ALLIANCE, LLC held 4,358 BOH 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 4,358 shares
    Change vs previous 13F +91 shares

    0.03% of the 13F portfolio, value $355,114.

    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 4,267 shares
    Change vs previous 13F +253 shares

    0.03% of the 13F portfolio, value $316,820.

    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 4,014 shares
    Change vs previous 13F +431 shares

    0.03% of the 13F portfolio, value $274,453.

    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 3,583 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $235,218.

    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 3,605 shares
    Change vs previous 13F +335 shares

    0.03% of the 13F portfolio, value $243,459.

    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 3,270 shares
    Change vs previous 13F +155 shares

    0.03% of the 13F portfolio, value $225,531.

    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 3,115 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $221,897.

    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).