WEALTH ALLIANCE, LLC: DOV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on DOV, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 3,033 DOV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,033 sharesChange vs previous 13F -153 shares
0.06% of the 13F portfolio, value $680,139.
13F-HR 0001951757-26-001208 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 ended2026-03-3113F 3,186 sharesChange vs previous 13F -657 shares
0.07% of the 13F portfolio, value $664,225.
13F-HR 0001951757-26-000867 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 ended2025-12-3113F 3,843 sharesChange vs previous 13F +46 shares
0.07% of the 13F portfolio, value $750,217.
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).
- period ended2025-09-3013F 3,797 sharesChange vs previous 13F +93 shares
0.07% of the 13F portfolio, value $633,385.
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 3,704 sharesChange vs previous 13F +133 shares
0.08% of the 13F portfolio, value $678,626.
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 3,571 sharesChange vs previous 13F +26 shares
0.08% of the 13F portfolio, value $627,290.
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 3,545 sharesChange vs previous 13F -121 shares
0.08% of the 13F portfolio, value $664,972.
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 3,666 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $702,980.
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).