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Disclosery

WEALTH ALLIANCE, LLC: EFV position timeline

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

WEALTH ALLIANCE, LLC held 132,701 EFV 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 132,701 shares
    Change vs previous 13F -123,729 shares

    0.85% of the 13F portfolio, value $10,158,279.

    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 256,430 shares
    Change vs previous 13F -9,593 shares

    1.88% of the 13F portfolio, value $19,065,582.

    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 266,023 shares
    Change vs previous 13F -27,972 shares

    1.86% of the 13F portfolio, value $18,996,713.

    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 293,995 shares
    Change vs previous 13F -49,955 shares

    2.05% of the 13F portfolio, value $19,941,690.

    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 343,950 shares
    Change vs previous 13F +89,993 shares

    2.44% of the 13F portfolio, value $21,833,916.

    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 253,957 shares
    Change vs previous 13F -17,204 shares

    1.81% of the 13F portfolio, value $14,968,235.

    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 271,161 shares
    Change vs previous 13F -16,927 shares

    1.7% of the 13F portfolio, value $14,227,826.

    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 288,088 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $16,573,705.

    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).