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WEALTH ALLIANCE, LLC: ITUB position timeline

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

WEALTH ALLIANCE, LLC held 47,266 ITUB 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 47,266 shares
    Change vs previous 13F -1,903 shares

    0.03% of the 13F portfolio, value $386,165.

    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 49,169 shares
    Change vs previous 13F -21,856 shares

    0.04% of the 13F portfolio, value $412,036.

    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 71,025 shares
    Change vs previous 13F +3,054 shares

    0.05% of the 13F portfolio, value $508,535.

    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 67,971 shares
    Change vs previous 13F +78 shares

    0.05% of the 13F portfolio, value $498,908.

    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 67,893 shares
    Change vs previous 13F -884 shares

    0.05% of the 13F portfolio, value $460,992.

    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 68,777 shares
    Change vs previous 13F +13,601 shares

    0.05% of the 13F portfolio, value $378,271.

    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 55,176 shares
    Change vs previous 13F -8,535 shares

    0.03% of the 13F portfolio, value $273,673.

    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 63,711 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $423,678.

    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).