Skip to content
Disclosery

WEALTH ALLIANCE, LLC: IVE position timeline

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

WEALTH ALLIANCE, LLC held 123,223 IVE 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 123,223 shares
    Change vs previous 13F -25,783 shares

    2.34% of the 13F portfolio, value $27,979,080.

    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 149,006 shares
    Change vs previous 13F -16,304 shares

    3.11% of the 13F portfolio, value $31,462,606.

    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 165,310 shares
    Change vs previous 13F +34,786 shares

    3.43% of the 13F portfolio, value $35,057,352.

    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 130,524 shares
    Change vs previous 13F +28,385 shares

    2.77% of the 13F portfolio, value $26,954,595.

    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 102,139 shares
    Change vs previous 13F +19,057 shares

    2.23% of the 13F portfolio, value $19,959,915.

    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 83,082 shares
    Change vs previous 13F -6,410 shares

    1.92% of the 13F portfolio, value $15,833,847.

    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 89,492 shares
    Change vs previous 13F +1,772 shares

    2.04% of the 13F portfolio, value $17,082,175.

    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 87,720 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $17,295,789.

    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).