Skip to content
Disclosery

WEALTH ALLIANCE, LLC: CGDV position timeline

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

WEALTH ALLIANCE, LLC held 233,552 CGDV 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 233,552 shares
    Change vs previous 13F +136,339 shares

    0.96% of the 13F portfolio, value $11,509,458.

    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 97,213 shares
    Change vs previous 13F +54,965 shares

    0.41% of the 13F portfolio, value $4,135,457.

    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 42,248 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,843,687.

    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).