WEALTH ALLIANCE, LLC: CALY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on CALY, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 0 CALY shares at 2025-12-31 per its 13F-HR filed 2026-02-13.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -11,246 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 11,246 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $106,840.
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 11,246 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $90,533.
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 11,246 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $74,113.
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 11,246 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $88,396.
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 11,246 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $123,485.
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).