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Disclosery

WEALTH ALLIANCE, LLC: HDB position timeline

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

WEALTH ALLIANCE, LLC held 17,254 HDB 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 17,254 shares
    Change vs previous 13F -1,570 shares

    0.04% of the 13F portfolio, value $445,669.

    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 18,824 shares
    Change vs previous 13F -5,072 shares

    0.05% of the 13F portfolio, value $468,350.

    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 23,896 shares
    Change vs previous 13F -1,170 shares

    0.09% of the 13F portfolio, value $873,143.

    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 25,066 shares
    Change vs previous 13F +7,154 shares

    0.09% of the 13F portfolio, value $856,238.

    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 17,912 shares
    Change vs previous 13F -879 shares

    0.15% of the 13F portfolio, value $1,373,294.

    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 18,791 shares
    Change vs previous 13F -10 shares

    0.15% of the 13F portfolio, value $1,248,446.

    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 18,801 shares
    Change vs previous 13F -226 shares

    0.14% of the 13F portfolio, value $1,200,617.

    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 19,027 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,190,316.

    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).