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Disclosery

WEALTH ALLIANCE, LLC: IEV position timeline

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

WEALTH ALLIANCE, LLC held 8,842 IEV 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 8,842 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $644,140.

    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 8,834 shares
    Change vs previous 13F +645 shares

    0.06% of the 13F portfolio, value $600,182.

    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 8,189 shares
    Change vs previous 13F -4,233 shares

    0.05% of the 13F portfolio, value $561,765.

    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 12,422 shares
    Change vs previous 13F -17,347 shares

    0.08% of the 13F portfolio, value $813,393.

    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 29,769 shares
    Change vs previous 13F -1,837 shares

    0.21% of the 13F portfolio, value $1,882,889.

    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 31,606 shares
    Change vs previous 13F -7,699 shares

    0.22% of the 13F portfolio, value $1,839,469.

    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 39,305 shares
    Change vs previous 13F -14,791 shares

    0.24% of the 13F portfolio, value $2,046,218.

    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 54,096 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,152,174.

    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).