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WEALTH ALLIANCE, LLC: HLMN position timeline

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

WEALTH ALLIANCE, LLC held 37,237 HLMN 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 37,237 shares
    Change vs previous 13F -1,489 shares

    0.03% of the 13F portfolio, value $314,280.

    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 38,726 shares
    Change vs previous 13F +1,733 shares

    0.03% of the 13F portfolio, value $322,200.

    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 36,993 shares
    Change vs previous 13F +1,030 shares

    0.03% of the 13F portfolio, value $320,359.

    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 35,963 shares
    Change vs previous 13F -1,074 shares

    0.03% of the 13F portfolio, value $330,140.

    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 37,037 shares
    Change vs previous 13F -4,297 shares

    0.03% of the 13F portfolio, value $264,444.

    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 41,334 shares
    Change vs previous 13F +2,864 shares

    0.04% of the 13F portfolio, value $363,326.

    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 38,470 shares
    Change vs previous 13F -2,917 shares

    0.04% of the 13F portfolio, value $374,698.

    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 41,387 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $437,047.

    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).