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Disclosery

WEALTH ALLIANCE, LLC: IUSB position timeline

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

WEALTH ALLIANCE, LLC held 833,658 IUSB 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 833,658 shares
    Change vs previous 13F +271,541 shares

    3.22% of the 13F portfolio, value $38,473,313.

    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 562,117 shares
    Change vs previous 13F +83,678 shares

    2.56% of the 13F portfolio, value $25,964,184.

    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 478,439 shares
    Change vs previous 13F +33,003 shares

    2.18% of the 13F portfolio, value $22,266,542.

    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 445,436 shares
    Change vs previous 13F -64,788 shares

    2.14% of the 13F portfolio, value $20,806,302.

    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 510,224 shares
    Change vs previous 13F +1,637 shares

    2.63% of the 13F portfolio, value $23,587,649.

    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 508,587 shares
    Change vs previous 13F +4,288 shares

    2.84% of the 13F portfolio, value $23,435,676.

    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 504,299 shares
    Change vs previous 13F -49,914 shares

    2.73% of the 13F portfolio, value $22,794,314.

    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 554,213 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $26,114,498.

    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).