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Disclosery

WEALTH ALLIANCE, LLC: IJH position timeline

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

WEALTH ALLIANCE, LLC held 38,780 IJH 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 38,780 shares
    Change vs previous 13F -9,186 shares

    0.25% of the 13F portfolio, value $2,990,310.

    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 47,966 shares
    Change vs previous 13F -7,318 shares

    0.32% of the 13F portfolio, value $3,239,132.

    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 55,284 shares
    Change vs previous 13F -1,729 shares

    0.36% of the 13F portfolio, value $3,648,716.

    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 57,013 shares
    Change vs previous 13F -1,186 shares

    0.38% of the 13F portfolio, value $3,720,699.

    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 58,199 shares
    Change vs previous 13F +1,011 shares

    0.4% of the 13F portfolio, value $3,609,532.

    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 57,188 shares
    Change vs previous 13F +1,120 shares

    0.4% of the 13F portfolio, value $3,336,920.

    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 56,068 shares
    Change vs previous 13F +460 shares

    0.42% of the 13F portfolio, value $3,493,581.

    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 55,608 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,465,485.

    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).