WEALTH ALLIANCE, LLC: ESGE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on ESGE, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 7,923 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 7,923 sharesChange vs previous 13F -3,302 shares
0.04% of the 13F portfolio, value $433,334.
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 11,225 sharesChange vs previous 13F -1,247 shares
0.05% of the 13F portfolio, value $510,405.
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 12,472 sharesChange vs previous 13F +2,439 shares
0.05% of the 13F portfolio, value $550,893.
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 10,033 sharesChange vs previous 13F +37 shares
0.04% of the 13F portfolio, value $435,631.
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 9,996 sharesChange vs previous 13F +497 shares
0.04% of the 13F portfolio, value $391,542.
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 9,499 sharesChange vs previous 13F -2,475 shares
0.04% of the 13F portfolio, value $331,984.
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 11,974 sharesChange vs previous 13F -6 shares
0.05% of the 13F portfolio, value $399,807.
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 11,980 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $436,205.
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).