WEALTH ALLIANCE, LLC: HSY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on HSY, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 4,395 HSY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,395 sharesChange vs previous 13F +1,622 shares
0.06% of the 13F portfolio, value $771,061.
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 2,773 sharesChange vs previous 13F -1,342 shares
0.06% of the 13F portfolio, value $576,562.
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 4,115 sharesChange vs previous 13F +160 shares
0.07% of the 13F portfolio, value $748,858.
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 3,955 sharesChange vs previous 13F -282 shares
0.08% of the 13F portfolio, value $739,748.
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 4,237 sharesChange vs previous 13F +236 shares
0.08% of the 13F portfolio, value $703,069.
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 4,001 sharesChange vs previous 13F +2,658 shares
0.08% of the 13F portfolio, value $684,370.
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 1,343 sharesChange vs previous 13F -1,732 shares
0.03% of the 13F portfolio, value $227,484.
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 3,075 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $589,730.
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).