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WEALTH ALLIANCE, LLC: EFG position timeline

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

WEALTH ALLIANCE, LLC held 103,742 EFG 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 103,742 shares
    Change vs previous 13F +2,591 shares

    1.08% of the 13F portfolio, value $12,907,589.

    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 101,151 shares
    Change vs previous 13F +91,969 shares

    1.11% of the 13F portfolio, value $11,265,162.

    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 9,182 shares
    Change vs previous 13F -6,393 shares

    0.1% of the 13F portfolio, value $1,045,988.

    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 15,575 shares
    Change vs previous 13F -52,297 shares

    0.18% of the 13F portfolio, value $1,773,667.

    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 67,872 shares
    Change vs previous 13F -535 shares

    0.85% of the 13F portfolio, value $7,601,677.

    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 68,407 shares
    Change vs previous 13F -67,896 shares

    0.83% of the 13F portfolio, value $6,840,731.

    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 136,303 shares
    Change vs previous 13F +33,699 shares

    1.58% of the 13F portfolio, value $13,198,249.

    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 102,604 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $11,045,277.

    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).