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Disclosery

WEALTH ALLIANCE, LLC: HIMU position timeline

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

WEALTH ALLIANCE, LLC held 8,830 HIMU 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 8,830 shares
    Change vs previous 13F +1,526 shares

    0.04% of the 13F portfolio, value $439,747.

    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 7,304 shares
    Change vs previous 13F -27,701 shares

    0.03% of the 13F portfolio, value $350,427.

    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 35,005 shares
    Change vs previous 13F +3,223 shares

    0.17% of the 13F portfolio, value $1,704,029.

    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 31,782 shares
    Change vs previous 13F +17,293 shares

    0.16% of the 13F portfolio, value $1,563,376.

    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 14,489 shares
    Change vs previous 13F -924 shares

    0.08% of the 13F portfolio, value $704,585.

    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 15,413 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $763,406.

    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).