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Disclosery

WEALTH ALLIANCE, LLC: FE position timeline

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

WEALTH ALLIANCE, LLC held 37,597 FE 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 37,597 shares
    Change vs previous 13F +2,480 shares

    0.15% of the 13F portfolio, value $1,787,347.

    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 35,117 shares
    Change vs previous 13F +7,500 shares

    0.18% of the 13F portfolio, value $1,779,048.

    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 27,617 shares
    Change vs previous 13F +141 shares

    0.12% of the 13F portfolio, value $1,236,404.

    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 27,476 shares
    Change vs previous 13F +4,218 shares

    0.13% of the 13F portfolio, value $1,258,944.

    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 23,258 shares
    Change vs previous 13F +12,449 shares

    0.1% of the 13F portfolio, value $936,349.

    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 10,809 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $436,893.

    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).