Skip to content
Disclosery

WEALTH ALLIANCE, LLC: IEMG position timeline

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

WEALTH ALLIANCE, LLC held 207,460 IEMG 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 207,460 shares
    Change vs previous 13F -85,931 shares

    1.44% of the 13F portfolio, value $17,185,988.

    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 293,391 shares
    Change vs previous 13F -47,119 shares

    2.02% of the 13F portfolio, value $20,464,000.

    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 340,510 shares
    Change vs previous 13F +55,536 shares

    2.24% of the 13F portfolio, value $22,889,065.

    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 284,974 shares
    Change vs previous 13F +44,510 shares

    1.93% of the 13F portfolio, value $18,785,498.

    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 240,464 shares
    Change vs previous 13F +117,819 shares

    1.61% of the 13F portfolio, value $14,435,070.

    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 122,645 shares
    Change vs previous 13F +63,953 shares

    0.8% of the 13F portfolio, value $6,619,145.

    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 58,692 shares
    Change vs previous 13F -16,542 shares

    0.37% of the 13F portfolio, value $3,064,873.

    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 75,234 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,319,194.

    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).