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WEALTH ALLIANCE, LLC: IEFA position timeline

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

WEALTH ALLIANCE, LLC held 53,215 IEFA 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 53,215 shares
    Change vs previous 13F +649 shares

    0.43% of the 13F portfolio, value $5,139,468.

    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 52,566 shares
    Change vs previous 13F -5,725 shares

    0.47% of the 13F portfolio, value $4,758,820.

    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 58,291 shares
    Change vs previous 13F +3,660 shares

    0.51% of the 13F portfolio, value $5,214,688.

    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 54,631 shares
    Change vs previous 13F -2,529 shares

    0.49% of the 13F portfolio, value $4,769,842.

    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 57,160 shares
    Change vs previous 13F +1,066 shares

    0.53% of the 13F portfolio, value $4,771,728.

    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 56,094 shares
    Change vs previous 13F +38,230 shares

    0.51% of the 13F portfolio, value $4,243,475.

    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 17,864 shares
    Change vs previous 13F -38,604 shares

    0.15% of the 13F portfolio, value $1,255,502.

    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 56,468 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,407,323.

    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).